Deals & Pipeline

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Overview

The Deals page gives you a visual pipeline to track sales opportunities. Drag deal cards through stages, link deals to contacts, and let your AI agents create deals automatically when they qualify leads during calls.

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Pipeline Stages

Your pipeline has seven stages: Deals move left to right along the happy path, and any stage can drop to Closed Lost.

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Views

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Board View (Default)

A Kanban board with draggable deal cards:

• Each column represents a pipeline stage
• Cards show deal name, value, contact, and days in stage
• Drag and drop cards between columns to move deals through your pipeline
• Click + New at the bottom of any column to create a deal in that stage

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List View

A table view with sortable columns:

• Deal name, contact, stage, value, days in stage, and source
• Click the stage dropdown to change a deal’s stage inline
• Click any row to open deal details

Toggle between views using the icons in the top-right corner.

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Creating a Deal

1. Click New (top-right corner or bottom of any column)
2. Enter deal details:
   • Deal name, e.g. “123 Main St, Smith Family”
   • Stage, select the starting stage
   • Deal value, expected value (e.g. $500,000)
3. Click Create Deal

The deal card appears in the selected stage column.

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AI-Created Deals

Your AI agents can automatically create deals when they qualify a lead during a call. These deals show an “AI” badge so you can see which opportunities were sourced by AI.

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Deal Details

Click any deal card to open the detail panel:

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Managing Deals

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Best Practices

• Let AI create deals, configure your agents to qualify leads and the pipeline fills automatically
• Move deals promptly, keeping stages current helps you forecast accurately
• Use deal values, track expected revenue across your pipeline
• Review Closed Lost, understand why deals didn’t close to improve your process