Deals
The client's own sales pipeline as a kanban board: add deals and drag them between stages from first stage to won or lost.
The client's own sales pipeline as a kanban board: add deals and drag them between stages from first stage to won or lost.
Overview
Deals is the selected client's own sales pipeline, a kanban board of their deals organized by stage. Use it to track each deal from first stage to won or lost, add new deals, and move them along by dragging between columns. This is the client's internal CRM for the opportunities SalesHive helps generate.
How to use this page
- 1Select the client
Pick the client in the top-right switcher. The board loads their deals grouped into columns, one per pipeline stage, with a No stage column for any deal not yet placed.
- 2Add a deal
Use the add form to create a deal: enter a deal name (required), optional company and amount, and choose a starting stage (defaults to the first stage).
- 3Move a deal along
Drag a deal card from one stage column to another to update its stage. The change saves automatically.
- 4Set up your stages first
If the columns do not match your sales process, open Stages to rename, reorder, and define won and lost stages, then come back here.
What the buttons do
Common questions
What is the No stage column?
It holds deals that have not been assigned to a stage yet. Drag them into a stage to place them.
How do I change which stages appear?
Stages come from the Stages page. Add, rename, reorder, or mark won and lost stages there.
How is this different from the booked meetings?
Meetings track the appointments SalesHive sets. Deals is the client's own pipeline for the opportunities that come out of those meetings.
Want SalesHive running outbound for you?
Book a 30-minute strategy call and we’ll map out exactly how SalesHive books qualified meetings for your team.