Users can quickly view, edit, or delete deals directly within the pipeline, helping keep the sales process organized, up-to-date, and easy to manage.

In this documentation, we will explore the steps to:

Let’s get started🚀

Step 1: Log in to your account and click the Deals icon on the left-side navigation menu.

The Deals board will appear, showing all existing columns and deals.

Step 2: Go to the column where you want to manage the deal (e.g., Interested, Meeting Booked, etc).

Quickly preview key deal information like email, secondary email, notes, and date without making any edits.

Step 1: Click the three-dot menu (︙) on the deal card you want to view.

Step 2: Select View from the dropdown.

Step 3: A preview window will appear showing the email, secondary email, and date; click Close to return.

Make changes to existing deal details like email, notes, or status to keep your pipeline accurate and up to date.

Step 1: Click the three-dot menu (︙) on the deal card you want to view.

Step 2: Select Edit from the dropdown.

Step 3: A modal window will appear with the deal’s existing details—make the necessary changes (e.g., email, notes, or date), then click Update to save.

A success message will appear confirming that the deal has been updated.

Remove deals that are no longer needed to keep your pipeline organized and up to date.

Step 1: Click the three-dot menu (︙) on the deal card you want to view.

Step 2: Select Delete from the dropdown.

Step 3: A confirmation pop-up will appear—click Confirm to permanently delete the deal.

A success message will appear confirming that the deal has been deleted.

Move a deal card to a different position or column within the pipeline to reflect updated priorities or statuses.

Step 1: Log in to your account and click the Deals icon on the left-side navigation menu.

The Deals board will appear, showing all existing columns and deals.

Step 2: Hover over the deal card you want to move.

Step 3: Click the Rearrange button at the top-right of the Deals board.

Step 4: A modal window will appear. Drag and drop the column names to reorder them, then click Save.