# sales hub - [CRM overview](https://www.wonderly.com/help/sales-hub/crm-overview.md): Track every deal from first contact to close, with every conversation and next step in one place. - [Deals & pipeline](https://www.wonderly.com/help/sales-hub/crm-overview/deals-and-pipeline.md) - [Create a deal manually](https://www.wonderly.com/help/sales-hub/crm-overview/deals-and-pipeline/create-a-deal-manually.md): Track every opportunity from first contact to closed win. - [Update deal details](https://www.wonderly.com/help/sales-hub/crm-overview/deals-and-pipeline/update-deal-details.md): How to edit key fields on a deal record. - [Navigating through the deal modal](https://www.wonderly.com/help/sales-hub/crm-overview/deals-and-pipeline/navigating-through-the-deal-modal.md): What each tab on a deal record does and when to use it. - [Add, edit, or remove deal stages](https://www.wonderly.com/help/sales-hub/crm-overview/deals-and-pipeline/add-edit-or-remove-deal-stages.md): Step-by-step guide to managing the stages in your sales pipeline. - [Updating your deal status](https://www.wonderly.com/help/sales-hub/crm-overview/deals-and-pipeline/updating-your-deal-status.md): How to change a deal's stage as it moves through your pipeline. - [Filter and sort deals by stage](https://www.wonderly.com/help/sales-hub/crm-overview/deals-and-pipeline/filter-and-sort-deals-by-stage.md): How to sort your pipeline by stage and filter out stages you don't need to see. - [Customize deal fields](https://www.wonderly.com/help/sales-hub/crm-overview/deals-and-pipeline/customize-deal-fields.md): How to add custom fields to track deal-specific information. - [Contacts & companies](https://www.wonderly.com/help/sales-hub/crm-overview/contacts-and-companies.md) - [Create and update a contact](https://www.wonderly.com/help/sales-hub/crm-overview/contacts-and-companies/create-and-update-a-contact.md): How to add a new contact and edit contact details. - [Create and update a company](https://www.wonderly.com/help/sales-hub/crm-overview/contacts-and-companies/create-and-update-a-company.md): How to add a new company and edit company details. - [Deal activity](https://www.wonderly.com/help/sales-hub/crm-overview/deal-activity.md) - [Add a contact to a deal](https://www.wonderly.com/help/sales-hub/crm-overview/deal-activity/add-a-contact-to-a-deal.md): Two ways to link a contact to a deal in your pipeline. - [Add a meeting to a deal](https://www.wonderly.com/help/sales-hub/crm-overview/deal-activity/add-a-meeting-to-a-deal.md): How to schedule a meeting and link it to a deal. - [Write an email from a deal](https://www.wonderly.com/help/sales-hub/crm-overview/deal-activity/write-an-email-from-a-deal.md): How to compose and send an email directly from a deal record. - [Add documents and attachments to a deal](https://www.wonderly.com/help/sales-hub/crm-overview/deal-activity/add-documents-and-attachments-to-a-deal.md): Three ways to add files and documents to a deal record. - [Sales automation overview](https://www.wonderly.com/help/sales-hub/sales-automation-overview.md): How sales automations work, what each one does, and how to adjust them. - [Edit your automation](https://www.wonderly.com/help/sales-hub/sales-automation-overview/edit-your-automation.md): Edit your automations in Wonderly to adjust when they run, which stage they apply to, and whether they are active. - [Disable an automation](https://www.wonderly.com/help/sales-hub/sales-automation-overview/disable-an-automation.md): How to turn off an automation for a single deal or for your entire pipeline. - [AI Notetaker overview](https://www.wonderly.com/help/sales-hub/ai-notetaker-overview.md): Every meeting ends with a clear record, assigned tasks, and no follow-up emails to write. - [Setup](https://www.wonderly.com/help/sales-hub/ai-notetaker-overview/setup.md) - [Enable the AI Notetaker for Future Meetings](https://www.wonderly.com/help/sales-hub/ai-notetaker-overview/setup/enable-the-ai-notetaker-for-future-meetings.md): Set up the AI Notetaker to join all your upcoming meetings automatically. - [Add your AI notetaker back to your meeting](https://www.wonderly.com/help/sales-hub/ai-notetaker-overview/setup/add-your-ai-notetaker-back-to-your-meeting.md): How to manually send the AI Notetaker into a meeting that has already started. - [Using your notes](https://www.wonderly.com/help/sales-hub/ai-notetaker-overview/using-your-notes.md) - [Access your meeting notes](https://www.wonderly.com/help/sales-hub/ai-notetaker-overview/using-your-notes/access-your-meeting-notes.md): How to find, search, and filter the notes captured by your AI Notetaker. - [Manage AI-generated action items (approve, reject, edit)](https://www.wonderly.com/help/sales-hub/ai-notetaker-overview/using-your-notes/manage-ai-generated-action-items-approve-reject-edit.md): How to approve, edit, and reject tasks recommended by the AI Notetaker in your meeting's summary document. - [Rename your notetaker](https://www.wonderly.com/help/sales-hub/ai-notetaker-overview/using-your-notes/rename-your-notetaker.md): How to change the name your AI Notetaker uses when it joins a meeting. - [Save meeting notes to a project](https://www.wonderly.com/help/sales-hub/ai-notetaker-overview/using-your-notes/save-meeting-notes-to-a-project.md): How to move a meeting summary into a specific project in your Wonderly account. - [Quotes and e-signatures overview](https://www.wonderly.com/help/sales-hub/quotes-and-e-signatures-overview.md): From proposal to signed contract to paid invoice — all on the same deal record, without switching tools. - [Getting set up](https://www.wonderly.com/help/sales-hub/quotes-and-e-signatures-overview/getting-set-up.md) - [Complete Stripe account verification](https://www.wonderly.com/help/sales-hub/quotes-and-e-signatures-overview/getting-set-up/complete-stripe-account-verification.md): Verify your Stripe account to start accepting payments for quotes. - [Managing quotes](https://www.wonderly.com/help/sales-hub/quotes-and-e-signatures-overview/managing-quotes.md) - [Create a quote](https://www.wonderly.com/help/sales-hub/quotes-and-e-signatures-overview/managing-quotes/create-a-quote.md): Create and send quotes with e-signature. - [Manage contracts on a quote](https://www.wonderly.com/help/sales-hub/quotes-and-e-signatures-overview/managing-quotes/manage-contracts-on-a-quote.md): How to add, create, edit, and remove contracts on a quote. --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. 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