◈ Pipeline & Deals

Visual deal tracking with drag-and-drop stages.

• Setting Up PipelinesPipelines represent your sales processes. Each pipeline has customizable stages that deals move through.
• Managing DealsDeals (pipeline contacts) track opportunities through your sales process.
• Timeline View — Scheduling & DependenciesSwitch from Kanban to Timeline at the top of the Pipeline page to see deals as a Gantt chart. Drag the bars to reschedule, draw arrows between bars to link dependent deals (e.g. "Onsite Demo can't hap…
• Pipeline Pulse — Continuous Health MonitoringPulse continuously scores every deal's health (0–100) using stage-stuck time, activity gaps, missing fields, and SLA breaches. The badge in the pipeline header shows the overall pipeline health; per-d…
• Transition Playbooks — AI Suggested Next StepsFor each deal, the AI generates a Playbook: a short ranked checklist of next steps that move the deal forward (specific email to send, stakeholder to loop in, gating question to answer). Playbooks reg…
• Pipeline Auto-EnrichmentWhen a deal lands in a pipeline, the AI fills in missing custom-field values from the contact record, recent emails, meeting transcripts, and connected enrichment providers — so reps don't have to typ…
• Pipeline AI SettingsPer-pipeline knobs for the AI features (Pulse, Playbooks, Auto-enrichment, Type Intelligence): turn them on/off, set stage SLAs, edit the AI Profile that describes the pipeline's "personality" (sales …