LogoLogo
search
⌘Ctrlk
GitBook Assistant
GitBook Assistant
GitBook Assistant
Good night

I'm here to help you with the docs.

⌘Ctrli
AI Based on your contextquestion-circle
LogoLogo
  • Help Center Home page
    • Understand Wonderly
    • Wonderly features explained
    • Wonderly's navigation
    • Your first week with Wonderly
    • Marketing checklist: what to do before going live
    • Workspace and team setup
    • My business information
    • Website overview
    • Lead generation tools
    • Ads manager overview
    • CRM overview
      • Deals & pipeline
        • Create a deal manually
        • Update deal details
        • Navigating through the deal modal
        • Add, edit, or remove deal stages
        • Updating your deal status
        • Filter and sort deals by stage
        • Customize deal fields
      • Contacts & companies
      • Deal activity
    • Sales automation overview
    • AI Notetaker overview
    • Quotes and e-signatures overview
    • Projects overview
    • Tasks overview
    • Client portal overview
    • Document overview
    • Workspaces overview
    • Project reporting overview
    • Workload overview
    • Inbox overview
    • Calendar overview
    • AI Agenda overview
    • Manage meetings/events
    • Plans and pricing
    • Manage your subscription
    • Contact Support
gitbookPowered by GitBookgitbook
  1. sales hubchevron-right
  2. CRM overview

Deals & pipeline

Create a deal manuallychevron-rightUpdate deal detailschevron-rightNavigating through the deal modalchevron-rightAdd, edit, or remove deal stageschevron-rightUpdating your deal statuschevron-rightFilter and sort deals by stagechevron-rightCustomize deal fieldschevron-right
PreviousCRM overviewchevron-leftNextCreate a deal manuallychevron-right

Was this helpful?

© 2025 Wonderly. All rights reserved.

Was this helpful?