Step 1: Accessing the Deals Board
Click on the Three-Line Sidebar menu (top left).
Click the green (+) Create New button.
Select Deal from the menu.
This opens your Kanban-style board where every lead is represented as a card.
Step 2: Customizing Your Pipeline (Board Settings)
Before adding leads, you should set up your board to match your sales process.
Click the Settings Icon (gear) at the top right of the board.
Manage Stages: You can view, rename, and recolor default stages like:
New Lead (Blue)
Quote Sent (Teal)
Deal Won (Green)
Dead Deal (Red)
Reorder: Use the drag handle to change the order of the columns.
Add/Delete: Click + Add new column to create custom stages or delete ones you don't use.
Need more help? We are here to assist you! Reach out to us at [email protected] or click the Blue WIZchat Messenger icon in the bottom corner of your screen to chat with our team live.