Once your deal is created you will move it with a simple drag along the pipeline according to the progress you have achieved.
We will show the deals depending on the activity you have scheduled.
When you start dragging a bar will appear on the bottom of the page, with options to mark a deal as Won or Lost.
Won and Lost deals will disappear from your current Pipeline, but can still be viewed by selecting the status in the filter above.
The deal page provides you a complete overview of your deal. From this page you can add information, notes, events, attache files, view upcoming events, and the deal history including past notes, events, emails, files, calls, and a log.