Help
Common questions
How do I add a company, deal or contact?
Use the New button on each page, or press Ctrl or Cmd and K to open search and pick an action. Everything you add is saved for the whole team right away.
How do I move a deal to the next stage?
On the Deals Board, drag the card into the next column. You can also open the three dot menu on a card and pick a stage, which works well on phones and tablets.
How is the forecast calculated?
Deals closing in the selected quarter are grouped by stage. Closed won counts in full, negotiation is commit, proposal is best case, and earlier stages are pipeline. The weighted forecast multiplies each deal value by the likelihood of its stage.
What counts as a slipping deal?
Any open deal whose close date has already passed. From the Slipping Deals report you can push the date out by 30 days, mark the deal as lost, or open it to edit.
Do email sequences send emails?
Not yet. Sequences plan the steps your team works through and keep track of them. Ask us if you would like them connected to an email service.
How do I invite my teammates?
Choose Invite teammates at the bottom of the sidebar. You can copy the CRM link or write an invite in your own email app.
