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Manage Deal

Updated over a week ago

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🚀

Navigation

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).

View a Deal

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.

Edit a Deal

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.

Delete a Deal

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.

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