Deals & Pipeline
Creating deals, understanding pipeline stages from lead to close, and advancing deals through the sales process.
Understanding the Pipeline
The sales pipeline tracks your deals through five stages: Lead (initial interest), Qualified (confirmed fit and budget), Proposal (proposal sent), Negotiation (terms being discussed), and Won or Lost (final outcome). Each deal is associated with a contact, company, and estimated value. The pipeline gives you visibility into your sales process, helping you forecast revenue and prioritize your time on the most promising opportunities.
Creating Deals
Create a deal by telling your AI employee about a new sales opportunity. Provide the company name, deal value, and any relevant context. The AI creates the deal record, links it to the appropriate contact and company, and sets the initial pipeline stage. You can also let the AI create deals automatically — for example, after you send a proposal, it can suggest creating a deal record.
Creating a new deal
Add a deal to your pipeline.
Advancing Deals Through Stages
Move deals through the pipeline by telling the AI about progress. "ACME Corp accepted our proposal, move them to negotiation" or "we won the TechStart deal" updates the deal stage accordingly. The AI can also suggest stage advances based on your activities — after you send a proposal, it may ask if you want to advance the deal to the Proposal stage. Each stage change is logged with a timestamp for tracking your sales velocity.
Regularly update deal stages. Accurate pipeline data helps you forecast revenue and identify which deals need attention.
Pipeline Reporting
Ask your AI employee for pipeline reports at any time. "Show me my pipeline" gives you a summary of all active deals by stage and total value. "What deals are in negotiation?" filters by stage. "Which deals have been stuck for more than two weeks?" identifies stale opportunities. The AI can also provide conversion rate insights and average deal cycle times based on your historical data.