> For the complete documentation index, see [llms.txt](https://www.wonderly.com/help/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://www.wonderly.com/help/wonderly/wonderlys-navigation/pages-navigation/sales-page-navigation.md).

# Sales page navigation

### Deals

Deals represent sales opportunities. They're the core of your sales pipeline and track the progress of each opportunity from first contact to closed won.

**Deal pipeline view**

* **Board** – Switches your Deals view to **Board view**, which displays your pipeline as a Kanban board.
* **List** – Switches your Deals view to **List view**, which displays your deals as a traditional table or spreadsheet with rows and columns.
* **All Deals Dropdown** – Allows you to filter which deals are displayed.
* **Search** – Type keywords to find specific deals. You can search by deal name, company name, contact name, or other deal details.
* **Filters** – apply multiple filters to your deals view. You can filter by:
  * **Sort options** – Organize deals by name, amount, date, or other criteria.
  * **Custom fields** – Filter by any custom fields you've created.
* **+ Add Deal** – Create a new deal directly from the pipeline view. When you click this button, a modal opens where you can enter deal details like:
  * Deal name.
  * Company.
  * Primary Contact.
  * Pipeline stage.
  * Deal amount.
  * Owner.
* **Settings ⚙️** – Opens the pipeline settings panel where you can manage your sales pipeline configuration. From here you can:
  * **Add, edit, or remove pipeline stages**
  * **Reorder stages** to match your sales process
  * Set **Deal default ownership** – Determine who automatically becomes the owner of a new deal when it's created in your pipeline.
* **Deal Stages -** The stages below the action bar represent the different phases of your sales pipeline. They are the visual columns in your **Board view** that organize all your deals by their current status in your sales process.
  * **What Each Stage Represents**:
    * **New Lead** – Initial contact or form submission.
    * **Lead Qualified** – Prospect meets your qualification criteria.
    * **Meeting Scheduled** – You've booked a call with the prospect.
    * **Meeting Missed/Declined** — A scheduled meeting that the prospect didn't attend or declined to attend.
    * **Meeting Finished** — A meeting with the prospect has been completed.
    * **Quote & Invoice Sent** — You've sent a proposal or pricing quote to the prospect.
    * **Invoice Paid** — The prospect has paid the invoice, meaning the deal is complete and the transaction is finalized.
    * **Stale** — A deal that hasn't had activity or progress in a long time. It's inactive but not officially lost.
    * **Disqualified** — The prospect doesn't meet your criteria or isn't a good fit for your services.
    * **Lost** — The prospect chose a competitor or decided not to move forward.
    * **Proposal Sent** – You've sent a quote or proposal.
    * **Negotiating** – Discussing terms and pricing.
    * **Closed Won** – Deal is complete.
    * **Closed Lost** – Deal didn't move forward.
* **List of Deals** - Displays all deals in your pipeline based on your current view (Board or List) and any filters applied.
  * **What you can do:**
    * **Click a deal** to open its full record and see all details, activity, emails, meetings, tasks, projects, and documents.
    * **Drag a deal** (in Board view) to move it between stages.
    * **Edit deal details** inline by clicking on specific fields.
    * **See deal status at a glance** – Owner, amount, stage, and last activity date.

***

### Automations

Automatically trigger actions and follow-ups based on deal stage changes, lead qualification, and other sales events. This removes manual work from your sales process and ensures consistent follow-up across your team.

#### Automations v**iew**

**⚙️ Phone Agent Settings** – Allows you to create or edit an AI phone agent.

**⚙️ Client Intake Form Settings** – Allows you to create or edit a client intake form.

* **Create Missing Info Outreach Automation** – Wonderly's AI phone agent automatically reaches out to leads who have incomplete information.
  * Calls the lead to collect missing details.
  * Sends an email if the call doesn't connect.
  * Sends an SMS if email doesn't work
  * Repeats until information is collected or the lead is disqualified
* **Create Appointment Scheduling Automation** – Wonderly's AI phone agent automatically reaches out to qualified leads who haven't scheduled a meeting yet.
  * Calls the lead to schedule a meeting.
  * Sends an email with your booking link if the call doesn't connect.
  * Sends an SMS reminder if needed.
  * Repeats until a meeting is scheduled.
* **Create Meeting Reminder Automation** – Wonderly's AI phone agent automatically sends reminders to prospects before scheduled meetings.
  * Sends an email reminder 24 hours before the meeting.
  * Sends an SMS reminder 1 hour before the meeting.
  * Reduces no-shows by keeping the meeting top-of-mind.
* **Create Missed Meeting Follow-up Automation** – Wonderly's AI phone agent automatically follows up with prospects who missed a scheduled meeting.
  * Sends an email asking to reschedule.
  * Sends an SMS with a rescheduling link.
  * Repeats if the prospect doesn't respond.
  * Moves the deal to a "Stale" stage if no response after multiple attempts.
* **Create Invoice Follow-up Automation** Wonderly's AI phone agent automatically sends payment reminders and follow-ups for unpaid invoices.
  * Sends an email reminder when an invoice is due.
  * Sends an SMS reminder if the invoice becomes overdue.
  * Repeats reminders at intervals you configure.
  * Moves the deal to a "Payment Pending" stage if unpaid.

***

### **Quotes & Invoices**

Create, send, and manage financial documents. This section keeps quotes and invoices organized in one place without switching between tools.

* **Quotes** – Displays all quotes you've created and sent to clients
* **Invoice** – Displays all invoices you've created for won deals
* **Search Tab -** Quickly find specific quotes or invoices by searching for keywords, client names, deal names, or other relevant information.
* **+ Add Quote** – Create a new quote document tied to a specific deal. When you click this button, a quote creation modal opens.
  * **What you can do:**
    * Select which deal the quote is for.
    * Choose a quote template.
    * Add line items (products, services, quantities, prices)
    * Set payment terms and due date.
    * Add custom notes or terms and conditions.
    * Preview the quote before sending.
    * Send the quote directly to the client**.**
* **Settings ⚙️** – Opens the settings panel where you can configure how quotes and invoices are created and sent.
* **Quote ID** – A unique identifier assigned to each quote. This ID helps you reference and track specific quotes across your system.
* **Customer** – The name of the company or contact associated with the quote or invoice.
* **Invoice Due Date** – The date by which payment is due for an invoice. This field is specific to invoices and helps you track payment deadlines.
* **Quote Status** – The current status of a quote (sent, viewed, accepted, declined, expired, etc.).
* **Contract Status** – The status of any associated contract tied to the quote or invoice.
* **Invoice Status** – The current status of an invoice (sent, viewed, paid, overdue, partially paid, etc.).
* **Total Amount** – The total monetary value of the quote or invoice.
* **Paid Amount** – The amount that has been paid toward an invoice.
* **Balance** – The remaining amount owed on an invoice (Total Amount - Paid Amount).
* **Deal** – The deal associated with the quote or invoice.
* **Three-Dot Menu (More Actions)** – At the end of each row, you'll see a three-dot menu with additional actions:
  * **Edit -** Opens the quote or invoice for editing. You can update details like amounts, line items, payment terms, or client information.
  * **Copy Client Link -** Generates a shareable link that you can send to your client. The client can view the quote or invoice and, if applicable, accept it or make a payment.
  * **Delete -** Removes the quote or invoice from your system permanently.

{% hint style="warning" %}
Deletion is permanent and cannot be undone. Make sure you want to delete before confirming.
{% endhint %}

***

### **Contacts**

* **All Contacts Dropdown** – Filter which contacts are displayed.
* **Search bar**  – Type keywords to find specific contacts.
* **Filters** – Apply multiple filters to your contacts view:
  * **Sort options** – Organize companies by name, creation date, or other criteria.
  * **Columns** – Choose which columns to include in your filtered view.
  * **Filters** – Filter by any custom fields you've created.
  * **Reset** – Undo your filter settings and return to the default view.
  * **Save** – Allows you to save your current filters on the current view or a new one.
* **+ Add contact** – Create a new company record directly from the Companies view. This is the fastest way to add a new business to your CRM when you're already in the Companies section.

**Contacts view**

* **Contact** – The contact's first and last name as it appears in your system.
* **Email** – The contact's email address used for communication and record linking.
* **Phone Number** – The contact's phone number used for calls and SMS.
* **Job Title** – The contact's role or position at their company.
* **Company** – The name of the organization the contact is associated with.
* **Created At** – The date the contact record was created in your system.
* **Updated At** – The date the contact record was last updated.
* **Last Activity At** – The date of the most recent activity tied to the contact (emails, meetings, deal updates, etc.).
* **Suggestion Status** – A status indicator that may suggest actions or insights about the contact (e.g., "Follow up needed," "Inactive," etc.).
* **SMS Opt In (Checkbox)** – Indicates whether the contact has opted in to receive SMS messages from you.
* **Communication Opt Out At** – The date when the contact opted out of communications.
* **+ Add Custom Field** – Allows you to add a new custom field to the Contacts view if you've created custom fields for contacts.

***

### **Companies**

* **All Companies Dropdown** – Filter which companies are displayed.
* **Search bar** – Type keywords to find specific companies.
* **Filters** – Apply multiple filters to your Companies view, as explained above.
* **+ Add company** – Create a new company record directly from the Companies view. This is the fastest way to add a new business to your CRM when you're already in the Companies section.
  * **Company Name** – The name of the organization
    * **Company Domain** – The company's website URL

{% hint style="info" %}
Both fields are required to add a new company to your records.
{% endhint %}

**Companies view**

* **Name** – The company's name as it appears in your system.
  * **+ button** – Clicking the **+** button next to a company name allows you to quickly add a new contact or deal.
* **Domain** – The company's website domain (e.g., acmecorp.com).
* **Created At** – The date the company record was created in your system.
* **Primary Contact** – The name of the main point of contact for the company.
* **Updated At** – The date the company record was last updated.
* **Last Activity At** – The date of the most recent activity tied to the company (emails, meetings, deal updates, etc.).
* **Suggestion Status** – A status indicator that may suggest actions or insights about the company (e.g., "Follow up needed," "Inactive," etc.).
* **+ Add Custom Field** – Allows you to add a new custom field to the Companies view if you've created custom fields for companies.