Using the App
Tracking Deals in the CRM
The CRM turns your leads into tracked deals — a drag-and-drop pipeline with stages, tasks, notes, and linked records.
4 min read
A pipeline for your deals
Create opportunities and move them across stages on a board — from lead to under contract to won. Each opportunity holds the context you need to work it.
What you can do
- Build custom pipelines and reorder stages
- Create opportunities with value, priority, and close dates
- Drag deals between stages as they progress
- Link properties, people, or companies to a deal
- Add tasks with due dates and assignees
- Log notes and see an activity history per deal
Tracking deals does not cost credits
The CRM is deal management — organizing records you already have. You only spend credits when you pull new data, like revealing contacts or exporting.
Availability
The CRM is available where the CRM app is enabled for your workspace. If you do not see it, check with your workspace admin.
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