Platform · Deals
Browse 8 help guides in Platform · Deals.
Deal Room Builder
Manage linked contacts and follow-ups, download deal history, email the primary contact, and build a buyer-ready deal room.
Learn moreDeals
Track deals on a board or table, save views, bulk edit, manage follow-ups, and import or download pipeline and CRM history CSVs.
Learn moreContracts
Prepare contracts, collect ordered signatures and keep completed PDFs and signing records.
Learn moreCompany
Review a company's details, deals and matched contacts, manage company follow-ups, and download their history.
Learn moreDeal Stages
Set the client's pipeline stages (add, rename, reorder, give open stages a win probability and a stalled limit, mark won or lost) and the won and lost reasons offered when a deal closes. Changes save automatically.
Learn moreDeal Reports
Review current open and weighted pipeline, win rate, wins, losses and won and lost reasons with current-owner and closing-date filters.
Learn moreCompanies
Keep one record for every company this client sells to, with its deals, open and won value, and matched contacts, and export them to a CSV.
Learn moreDeal Properties
Set up custom fields such as budget, lead source or contract term that show on every deal, in the deal export, and on pipeline cards and filters.
Learn more