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Pipeline shows your contacts as cards on a board, one column per stage, so you can see at a glance who is new, who has been contacted and who has replied. Deals does the same for revenue opportunities, with the value of each deal and a forecast weighted by stage.

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Read the pipeline

The Pipeline board, with a column for each stage.
Select Pipeline. Each column is a stage and each card is a contact, with their company and how long they have been in that stage. Use the search box and filters to narrow the board. To move a contact to another stage, drag their card to that column. The card now sits in its new column. Next, create a deal for a contact worth pursuing.

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Create a deal

The New deal form, empty.
1

Start a deal

Select Deals, then New deal.
2

Link it

Choose the Contact.
3

Name it

Give the deal a Title.
4

Set the stage

Choose the Stage.
5

Set the timing

Choose the Expected close date.
6

Add its value

Enter the Value.
7

Create it

Select Create deal.
The deal appears on the board in the stage you chose. To move it on, drag it to another column. Next, send a quote.

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See a deal’s quotes

Select a deal to open it, then select Quotes. The tab lists every quote attached to the deal. Select Create quote to start a new quote with this deal already attached. Next, read the numbers.

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Read the numbers

The figures at the top of Deals, with the view switches, the filters and the stage bar.
The figures above the board show your Open pipeline value, a Weighted forecast that counts each deal at its stage’s probability, the Avg days in stage, and your Closed won value with win rate. Use All open deals or Closing this quarter to switch views, and the filters to narrow by account, status or owner. Next, send a quote.