Visualize your deals in your sales cycle with cards. Separate columns represent different opportunity stages. Drag and drop deals across to another column to reflect progress within your sales process. That easy, that fulfilling.
To create a new opportunity/deal and a new card in the process, click the detailed leads screen, then “Log Opportunity” tab, fill in the appropriate fields, create or attach corresponding online quotes to the opportunity, then view the deals in your visual pipeline on cards. It’s great to help stay organized and view what’s new at a glance.
Make adjustments to your opportunity stages to customize the data in the configuration menu to set it up in a snap.