Deals
Track your pipeline in SaleIQ and optionally write deals back to Salesforce or HubSpot.
Open Deals in the sidebar. This is a board of open work, from New through Negotiation. Won and Lost are outcomes after you close.
Create and move deals
New Deal (or Add deal) creates a card. Attach a lead and a product when you can.
Drag a card to another stage, or use the card menu: Move to, Mark as Won, Mark as Lost, Reopen.
Open a card for owner, next step, probability, and stage history. View lead jumps to that person.
Filter with My deals or search by deal, lead, or product.
CRM
If Salesforce or HubSpot is connected and deal writeback is on, creating, editing, moving, or closing a deal in SaleIQ writes it to that CRM. See Connect your CRM.
If no CRM is connected, the deal stays in SaleIQ only.
If sync fails, the card shows CRM failed. Open it and Retry CRM sync.
Dashboard
Dashboard highlights at-risk deals (quiet or stalled) and a priority list. Act from there, then come back to this board.