Visualize your sales pipeline via Kanban
Track opportunities from first contact to closed-won using an interactive board.
Undesk Team
20 Jan 2027
Watch Deals in action
Coming soon (2:45)
About This Feature
The Deals feature is an intuitive visual board that gives you absolute clarity on your sales forecast. You can customize the stages to match your exact sales process, assign estimated values to each opportunity, and visually drag cards from "Prospect" to "Closed Won". It integrates seamlessly with the Lead Scraper to automatically populate the top of your funnel.
What You Can Do
Customize your pipeline stages (e.g., Lead, Meeting, Negotiation, Won).
Drag and drop deal cards to instantly update their status.
Assign an estimated dollar value and point-of-contact to each deal.
Automatically receive new deals via the Lead Scraper integration.
Requirements
Deals must be associated with a Client record.
Stages must be defined before you can add a deal.
For best results, keep deal values updated to ensure accurate analytics.
Frequently asked questions
Everything you need to know about how this feature works.