Pipeline settings

How to set up a pipeline

  • Manage deal fields

    Last Updated: 23.01.2025

    You can add fields to deals to capture additional information. For example, you can add a product name, preferred shipping or payment method, and so on, and use that data for personalized communication.

  • Manage tabs in deal cards

    Last Updated: 11.03.2025

    Tabs help organize information within deal cards and quickly find what you need. You can create and rearrange them to group data into relevant sections.

  • Add lost reasons

    Last Updated: 11.06.2026

    Lost reasons are predefined options that explain why a deal was lost. Each pipeline has its own list of lost reasons. They help you analyze sales performance, spot recurring patterns, and improve your strategy.

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