The Deal board

Every conversation as a card, from To answer to Won.

Press Deal board at the top of the Inbox. Every conversation is a card in the column of its stage:

To answer → Talking → Meeting → Proposal sent → Won, plus Later and Lost.

Booking a meeting moves the conversation to Meeting by itself, and making a client moves it to Won.

More in Replies, calls and meetings

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Still stuck?

Ask Roxy in the app, or write to hello@noviramoutreach.com.