Your pipeline shows every open deal as a card on a board, with a column for each stage, like New, Quoted, and Won. Open Opportunities to see it, drag cards as deals move forward, and mark each one won or lost. You always know what's in play and what it's worth.
Click "Opportunities" in the left menu to see your board.
To add a deal, click "+ Add Opportunity."
Pick the contact, name the deal, and choose the pipeline and stage.
Add the deal's value and an owner, then click "Create."
When a deal moves forward, drag its card to the next column.
When it closes, open the card and set the status to Won or Lost. For lost deals, pick a reason so you can spot patterns later.
Stages for a typical service business: New lead, Contacted, Appointment set, Quoted, Won, Lost
Our team handles setup and changes for every plan. Call (661) 491-7391, 8 AM to 5 PM Pacific. We usually respond the same day.
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