Deals

Manage leads and opportunities from first contact to close. Track stages, values, and sources to keep your pipeline healthy.

AI Sales Coach: you have 13 opportunity(ies) in your pipeline?. Keep stages updated to get accurate forecasting? and identify bottlenecks in your sales process.

Suggest Opportunities to Pursue Previous suggestions

16 Account Plans → LeadOpp CRM $100k potential pipeline Add 9 to CRM

Family-Run Chemical Retailers Regional Chemical Distributors Independent Developer Collective Professional Drawing Academy San Juan Bosco Vocational Institute Systems Training Center Santo Domingo School of Arts & Trades +9

Pipeline by Year Click a year to filter

20260 deals

20270 deals

202813 deals

$300k

$50k won

Year: Period:

Pipeline Shape $250k total

$0k

Cold

$0k

Enriched

$200k

Hot

$0k

Pipeline

$0k

Design

$0k

Present

$50k

Won

Opportunities 13 rows · click ✨ to enrich

SUM: $270,003 AVG: 55.8% 56%

#	BU	Project	Source	Manager	Seller	Account	Stage	Close Date	Amount	Trust to Win %	Notes	Contact Name	Contact Email	%
1														77
2														69
3														54
4														54
5														54
6														24
7														21
8														19
9														18
10														16
11														29
12														41
13														92

NOTES

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