Your sales pipeline
Pipeline tracks the businesses you're trying to win, from New to Contacted, Demo, Proposal, then Won or Lost. Leads from Whop ads, cold email and the lead finder land here.
In Pipeline, each card is a business you're talking to, with the contact, the monthly price you're discussing, where it came from (like Whop ad or Cold email) and the next step.
- Move a prospect along as the deal moves: New, Contacted, Demo, Proposal, Won or Lost.
- Open one to add notes and set the next step.
- When they say yes, add them as a client.
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