Sales Managing pipelines and contacts.
Overview
What Sales covers and how it fits together.
Deals and pipelines
Working the board, the deal itself, and how a pipeline behaves.
- Pipeline ViewsBoard, Table, List and Graph show the same deals four ways. What each one is for, what the cards tell you, and how to filter.
- Deal RecordsEverything about one deal in one place: the detail rail, the timeline, and the panels that hold contracts, quotes, payments and files.
- Pipeline SettingsConfigure how a pipeline behaves: its stages, what deals must capture, what blocks a stage change, and what happens automatically.
Inside a deal
The three panels of the record people spend most of their day in.
- The Deal PanelThe left column: everything true about the deal itself, and the four fields that decide your forecast.
- The Deal TimelineThe centre column: everything that has happened, and the internal conversation that runs beside it.
- The Deal RailThe right column: everything attached to the deal, and the work you can do without leaving it.
People and companies
Who you are selling to, and where new business comes from.
- LeadsLeads arrive from every channel, get qualified on a live board, and convert to a deal exactly once.
- Contacts and OrganisationsThe people and companies behind your deals, and why every contact should hang off an account rather than float on its own.
- AI Lead GenerationConnect the B2B data providers you already subscribe to and review every lead they return in one list.
Getting work done
Follow-up, contracts and signatures.
Insights
How the pipeline is actually performing.