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 so you always know 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. A stage funnel runs Contacted, Replied, Call booked, Proposal, Won, and Lost.
- Accounts shows your saved accounts by status: Prospect, Customer, Churned, and Not a fit.
Work your deals
Each deal row shows its Stage, Value, Owner, Next step, how long it has sat in the stage, its latest signal, and whether a report exists. Use the toolbar to filter by owner or health, search, or save a view.
Select rows for bulk moves: Move to stage, Assign owner, or Mark outcome (recording 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.
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.
Related
Updated July 6, 2026