Pipeline, tasks and meetings
Stages that move by themselves, deal values and a today view.
- Default stages: Lead, Contacted, Replied, Meeting, Proposal, Customer, Lost, or your own.
- A lead moves to Contacted when emailed and Replied when it answers, never backwards and never out of a stage you closed.
- Add deal values and drag cards on the board.
- Tasks: calls, LinkedIn messages, emails and to-dos with due dates.
- Meetings booked through Calendly, Cal.com or any tool that can send a webhook mark the lead (Settings → Tracking).
Still stuck? Write to us from Help → Contact us in the app, or email burhanb53.work@gmail.com.