CRM → Deals is a board for opportunities you haven't won yet. Each column is a stage, and each card is a deal.

Working the board

1. 1

   Create a deal

   Add a deal name and the contact's name. Optionally add their email, a value and currency, and an owner from your team.

2. 2

   Drag it through your stages

   Move deals from column to column as they progress.

3. 3

   Convert a won deal

   When a deal reaches a Won stage, convert it to a client in one click. The new client is created with the contact's details.

Customizing your stages

• Choose Manage stages to add, rename, reorder or delete stages.
• Mark a stage as Won (deals here can be converted to clients) or Lost (closed and lost).
• Search the board to find a deal by name.