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Prospecting & CRM

Manage leads with the CRM pipeline

Move contacts from new lead through engaged, proposal and won/lost stages.

4 min read

The Pipeline connects prospecting and outreach activity to sales follow-up.

Deals can move through New, Qualified, Contacted, Engaged, Proposal, Won and Lost. Each deal can include value, notes, owner, next action and tasks.

Desktop users can drag deals between stages. Touch/mobile users can use the stage selector instead.