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.
Rearrange a Deal
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.
