CRM / Work with CRM

Move deals through a clear pipeline.

Deals turn qualified interest into a visible sales process with an owner, value, expected close date, pipeline, and stage.

01QualifyConfirm there is a real opportunity and connect the deal to the right customer.

02ProgressMove the deal through the configured stages as work advances.

03ForecastUse amount, probability, and expected close date to understand future revenue.

04CloseRecord whether the deal was won or lost and preserve the outcome.

Use Kanban for stage-based work

The deal Kanban view gives the team a visual way to review open opportunities by pipeline stage and spot deals that need attention.