Streamline your deal pipelines for small businesses

How to create outlook signature

this is Jack and I'm going to show you how to track your deals through the sales pipeline keeps pipeline feature as a customizable dashboard that gives you a snapshot of the deals you are working on in each stage of your sales process the pipeline tool innkeep has an easy-to-use drag-and-drop feature that allows you to move your deals from stage to stage as they progress through your sales process to access your pipeline click on the pipeline icon in the left-hand navigation menu on the pipeline dashboard you will see some pre created sales stages labeled new qualifying contacting and negotiating you can customize these stages by hovering over the stage name in the upper right hand corner of that stage and clicking the pencil icon to the right of the stage name you can add more stages by clicking on the add a stage button just to the right of your last sales stage to create a deal card click in the name box under the add a deal label in any of your sales stages type in the name of the deal and click the more button to add a potential value to this deal and any necessary notes click Save to add the deal to the stage once the deal has been created you can access its details by clicking on the deal card from the deal card you can manage the deals name expected value stage associated contacts team members estimated closed date and notes you can also send an email directly from the deal card you can track your deals progress through your pipeline by dragging and dropping your deals from one stage to another as your deals progress the total value of all the deals in that stage is displayed at the top for quick reference