Track your sales in a pipeline

See every lead on one board, know which ones need a nudge, and know what you are likely to win this month.

Already set up by guided setup?Copy Anchor Link

If you finished guided setup, Agiled already built your Deals pipeline from the sales stages in your client journey. Start at step 1 to check the stage names, then add your first deals.

StepsCopy Anchor Link

1. Open Settings › CRM › Pipelines & stages and check that the stages match how you sell, such as Inquiry, Call booked, Proposal sent, Won and Lost. Select Edit to rename, reorder or add stages. See Pipelines and stages.
2. Open CRM › Deals and select New Deal.
3. Give the deal a name, link the client's contact or account, and add the value. See Create deals.
4. Switch to Kanban to see your deals as columns, one per stage.
5. When a deal moves forward, drag it to the next stage. See Move deals through stages.
6. When the client says yes or no, open the deal and select Mark as won or Mark as lost.

You're done when each lead you are working on is a deal on the board, in the stage that matches where it really is.

Good to knowCopy Anchor Link

• Each column shows its total value and how many deals it holds, so you can see your pipeline at a glance.
• When you mark a deal lost, Agiled asks why. Those answers show you which reasons come up most.
• Dragging a deal onto your Won or Lost stage marks it won or lost too. Reopen puts it back in play.
• Already have leads in a spreadsheet? Bring them in with Import deals.

RelatedCopy Anchor Link

• Deals
• Add contacts
• Deals pipeline report