Help Center › Pipeline & CRM
📊 Pipeline & CRM
Leads, deal stages, follow-ups, proposals and the lead record.
Pipeline & CRM▶ Includes video
Using the Pipeline: stages, leads and follow-ups
How the deal board works, what's on a lead card, and how Deal Won turns into a client.
Pipeline & CRMfrom the Help Center
Pipeline metrics and the Deal Velocity funnel
Where to see new leads, qualified, won, close rate, churn and net-new MRR.
Pipeline & CRMfrom the Help Center
Editing a deal's value and the rest of a lead card
Deal value, stage, contact details, notes and proposals are all edited on the lead card itself. Here is where each one lives.
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