Pipeline
Track saved accounts as deals through your stages, from first contact to won.
The Pipeline is where saved accounts become tracked deals. Move each deal through your stages to see what to do next and what is at risk.
Two views
Switch between Deals and Accounts at the top:
- Deals shows every open deal. A summary strip tracks Open, Overdue, No next step, and Open value. Deals move through six stages: Discovery, Qualifying, Proposal, Negotiation, then Won or Lost. Create a deal as soon as a conversation reveals a real opportunity; prospecting before that lives on the account and in Outreach Studio. A reply to a cadence opens a deal in Discovery for you.
- Accounts shows your saved accounts by status: Prospect, Customer, Churned, and Not a fit.
Triage the list
The Deals view opens on a list banded by health: Overdue first, then No next step, then On track. Picking a stage tab, filter, or sort turns the bands off and shows one flat list instead.
On a keyboard, J/K move down and up the list, Enter opens the row, E opens a next-step editor right in the row, and X selects it for a bulk action.
Prefer cards? Switch to Board: one column per stage, with its count and value. Drag a card to move that deal's stage; dragging onto Won confirms the win, Lost asks why. Board is a desktop layout; on a phone you always get the list. Your choice sticks next time.
Work your deals
Each row shows its Stage, Value, Owner, Next step, time in stage, latest signal, and whether a report exists. Filter by owner or health, search, or save a view from the toolbar.
Select rows for bulk moves: Move to stage, Assign owner, or Mark outcome (with a Lost reason when you close one out).
Add or edit a deal
Click Add deal on an account, or Create deal from the pipeline. Set the deal name, value, currency, stage, owner, next step, and due date. Editing is the same panel.
You can also create and update deals, move stages, and add notes through the REST API or an AI agent, and register a webhook to be notified when a deal changes. An outcome you record here, or one reported through the API, takes the same path: a "won" outcome converts the account to a customer and records the deal size.
Keep watching a won client
When a deal moves to Won, Vergio asks whether to keep watching that store as a client. The exact monthly amount is shown before anything changes.
Accepting starts Client Watch at $2.00 per client store-month. It adds retention-risk flags and a monthly evidence brief. Declining is remembered, and no watch or charge is created.
Related
Updated July 28, 2026