➕ New Lead
Create Lead
➕ New Deal
Create Deal
📋 Log Activity
Log Activity
Configure pipeline stages, lead sources, deal priorities, and team assignments. Changes here affect all users in the platform.
Manage the stages deals move through in your sales pipeline. Reorder or deactivate stages as your process evolves.
Add Stage
Manage the channels through which leads are acquired.
Add Source
Manage priority levels for deals.
Add Priority
Manage the buying-process roles available for contacts.
Add Role
Set the supported currencies and base currency for deal values.
Save Currency Settings