Your sales pipeline at a glance
See your contacts, companies, deals and where each deal stands.
Open CRM in the menu on the left. The tiles count your contacts, companies, deals, open deals and activities; Pipeline shows one column per stage, from lead to won or lost, with each deal's value.
In this video
Step by step
- 1
CRM is a simple sales pipeline, built in. Your contacts stay in Contacts, and calls are logged here by themselves.
- 2
The tiles count your contacts, companies, deals, open deals and activities.
- 3
Open contacts jumps to your contact list.
- 4
Pipeline has a column for each stage, from lead to won or lost, and each card shows the value of the deal.
- 5
Here, Lauren Hall's six veneers wait at the proposal stage, for seven thousand eight hundred dollars.
- 6
To move a deal, pick its new stage in the menu on its card. It saves at once, so here we only point at it.
- 7
Won and lost deals have their own columns, further to the right. Refresh brings in the latest.
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