Deals & Pipeline

Creating deals, understanding pipeline stages from lead to close, and advancing deals through the sales process.

Last updated: April 14, 2026

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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.

You say:

Create a deal for TechStart — they're interested in our premium consulting package at $35,000.

Sarudo responds:

Deal created: "TechStart Premium Consulting" — $35,000. Stage: Qualified (since they've expressed interest and the scope is defined). Linked to TechStart company and Alex Rivera (your primary contact there). I've set a follow-up reminder for 3 days from now to check on their decision timeline. Would you like to send them a proposal?

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.

CRM Overview

How the built-in CRM works, what it tracks, and how it automatically populates from your interactions.

Activity Tracking

How calls, emails, meetings, and notes are logged automatically, and how to view activity history.

Follow-ups & Reminders

Scheduling follow-ups, tracking due dates, and how your AI employee automatically surfaces things that need your attention.

Managing Contacts

Adding, searching, updating, and linking contacts to companies in your CRM.