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Sales Pipeline
Assigned To
All
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Details
Manage Stages
Import from Database
Add Deal
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Deal Details
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Details
Tasks
Comments
Bookings
Applications
Recordings
Deal Name / Title
Description / Notes
Save Changes
Add Task
Add Comment
Fireflies Recordings
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Add Meeting by URL
Add
Paste a Fireflies share URL to fetch and add the meeting to this deal
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Status
Value
Priority
Low
Medium
High
Assigned To
Unassigned
Lead
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Save
Full Name
Company
Position
Personal Email
Work Email
Work Phone
Personal Phone
LinkedIn URL
Link Lead
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Additional Emails
Add
Delete Deal
New Deal
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Title
Value ($)
Stage
Lead (Search by Name/Email)
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Create Deal
Assigned User Color
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User
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Save
Pipeline Details
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Add Deal (SQL)
Use this SQL to insert a deal directly into the DB.
Stages
Use Stage ID for `stage_id`.
Assigned Users
Use PB User ID for `assigned_to_user_id`.
Create Lead
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Full Name
Company
Position
Personal Email
Work Email
Work Phone
Personal Phone
LinkedIn URL
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Create Lead
Manage Pipeline Stages
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Add New Stage
Add
Add Task
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Title *
Description
Due Date
Cancel
Add Task
Import Bookings from Database
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Search Bookings
Filter by Status
All Statuses
Filter by Closer
All Closers
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booking(s) selected
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Deselect All
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Import Selected (
0
)
Set Import Values
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Importing
0
booking(s)
Select Stage
Assign To
Unassigned
Deal Value
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