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Managing Deals in the Pipeline

How to manage deals in the pipeline

Jenny avatar
Written by Jenny
Updated over 4 months ago

Adding a Deal

There are a couple ways to add a deal to the pipeline, which will always add it to the first stage. Look for the ribbon icon :

  • On both the History and Search Deals page

    • By clicking on the ribbon on the far right of each deal row

    • When clicking on the deal row first, the modal also ha the ribbon on the bottom left that you can click

    • If you open the deal in a new tab, there is a "Save" button where you can add it

Removing a Deal

Similarly to where you can add deals to the pipeline, if the ribbon has a "check" mark in it, it means it is in the pipeline. Clicking on that ribbon again will remove it from the pipeline. This can be done in all the same locations as mentioned above. In addition, when you click on the deal while in the pipeline, the familiar modal that opens allows you to remove the deal from the pipeline as well.

Stage Management

All users have the ability to add and remove a deal to pipeline, as well as drag/drop the deal through the preset stages. If you are an Ultimate user though, you can also

  • Add custom stages

  • Rename stages

  • Delete individual stages. NOTE: this requires you to move all deals out of that stage before you can delete it

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