Pipeline

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Add a Stage
To add a new stage, go to " Pipeline " located on the left hand navigation Click " Add a Stage " start typing the name in the text box Click the Save  button. ...
Add a Deal
Pro tip! Click images and animated gifs to view larger To add a new Deal from the Pipeline Dashboard from the left hand Nav. When in the pipeline to create a deal  Click "Name"  Start to type the name of a ...
Manage Deals
Edit Deal Details   Click on a deal to add notes, send emails, manage the contacts, and manage team members attached to the deal.     Delete a Deal   Click the "..." and hit the Delete  button. ...
Deal Activity Feed
Each time to you move a deal to a different stage, the Deal activity feed will make a record of the event with a date and timestamp. To see the Deal activity, simply open any Deal card (either by going to a contact record or going directly to your ...
Deal Email
Send customized emails from deal cards within your Pipeline. With full rich text editing capabilities, you can add bullet points, change font sizes, link to URLs, and more! Click Pipeline from the left side navigation Click any Deal card ...
Pipeline: Add and remove tags
Pipeline Automation provides the ability to automate key steps in your pipeline process. You can keep your leads moving through your sales process by configuring automation that triggers when a new lead enters or exits a stage.  Set up pipelin...
Pipeline: create a task
Setup Pipeline automation Navigate to the pipeline from the main navigation menu Click the gear to manage you settings for that stage Click Configure automation You can select to apply an action when a deal is moved Into or Out...
Pipeline: Email Automation
You can automatically send an email when a deal moves to and from stages in your sales pipeline. Click the gear icon, then click Configure automation on the stage that you wish to automate Choose whether you want to send the email when movin...