BETA · testing phase. Data may be reset without notice — keep your own backups, verify all figures, and use at your own risk. Not a substitute for a licensed accountant.
Training Center

CRM Pipeline

Track leads and deals through stages to forecast revenue. Pro ~2 min

Walkthrough video — coming soon
Follow the steps below in the meantime.
Step-by-step
  1. Open CRM Pipeline.
  2. Drag deals between stages.
  3. Convert a won deal into a customer/quote.
Try it now
Recording script (for video producers) 
TITLE: CRM Pipeline  (target 2 min, Pro)
HOOK (0-5s): "Track leads and deals through stages to forecast revenue."
ON SCREEN: open /crm/pipeline
STEP 1 — say: "Open CRM Pipeline."  (show the matching click)
STEP 2 — say: "Drag deals between stages."  (show the matching click)
STEP 3 — say: "Convert a won deal into a customer/quote."  (show the matching click)
CLOSE: "That's it — you can try it now from the button below."