Skip to content
SCALERPHelp centre
English

CRM and sales monitoring

Move a deal through the pipeline

Deal

Find the deal by customer and title on the board.

Stage

Move it when the customer reaches the next stage. Open the deal and check stage and history.

Example
  1. Deal Quote for 12 tables
  2. Stage Proposal
  3. Follow-up Call Thursday

Follow-up

Record the next follow-up and due date. Use the next-action filter to find deals to contact.