Deals

Deals tracks your sales opportunities across the journey in real time. Open Deals from the sidebar (or the Deals tab in Contacts).

The Deal Pipeline in Kanban view with stage columns and lead scores — The Deal Pipeline

The Deal Pipeline in Kanban view with stage columns and lead scores — The Deal Pipeline

The pipeline

The top summarizes total deals, conversion rate, and average deal duration.
Switch between Kanban and List views (top right), and narrow with Filters.
In Kanban view, each stage is a column (New Lead, Qualifying, Presenting, Negotiating, …). Each card shows the contact, their lead score, whether the AI or a human is handling it, and time in stage.

Deals move through stages as conversations progress, so the board reflects where each opportunity actually stands.