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Help centrePipeline and deals

Pipeline and deals

Pipelines, opportunities, deal value, products and documents.

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Getting started Leads and data Lead Search and enrichment Campaigns Email LinkedIn, SMS and WhatsApp Workflows Calling Meetings Pipeline and deals Cockpit, tasks and reporting Account, billing and security Integrations, API and MCP

6 articles

Set up pipelines and stagesCreate pipelines and the stages deals move through.Create an opportunityTurn a lead into a deal on your pipeline.Deal value: monthly, annual and one-timeHow deal amounts, weighted value and the value lens work.Win or lose a dealClose a deal by moving it to a Won or Lost stage.Products and line itemsBuild a product catalogue and add line items to deals.Deal documentsAttach proposals, contracts and other files to a deal.

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