Pipelines & Deals

Track sales on a Kanban board — pipelines, stages, deals, values and currency.

4 guides

Pipelines

Create a sales pipeline and customise its stages Set up a Kanban pipeline for your sales process, then rename, recolour, reorder or add stages.
Pipeline metrics explained How Total Deals, Pipeline Value, Avg Deal Size, Weighted Value and Won/Lost This Month are calculated.
Set your deal currency Choose the currency new deals use and that pipeline and dashboard totals are shown in.

Deals

Create, move and close deals Add a deal for a contact, drag it between stages, mark it won or lost, and create deals automatically.