Follow every deal by stage.
Every opportunity by stage, with next steps and close dates in view. An accepted quote becomes the order on the same record, and the supplier sets the install date.
Pipeline · 8 open deals · Harbor IT Group
Opportunities
Qualify 3
$3,270/mo
1 more
Quote 2
$1,725/mo
Proposal 2
$1,605/mo
Contract 1
$1,880/mo
Won 1
Sample data
Where this sits on the deal
- Lead
- Registered
- Quoted
- Active
- Paid
How it works
The portal
Registered deals land at Qualify.
A new opportunity goes onto the board as soon as it is registered.
By stage
Qualify3 dealsQuote2 dealsProposal2 dealsContract1 dealWon1 dealYou
Move deals through the stages.
From Qualify to Closed Won or Closed Lost. On Hold is there for deals that pause.
You
Keep the next step current.
Every open deal carries a next step and a due date. Overdue next steps are flagged for agency teams and reps.
Cedar Ridge Dental
Next stepRaise a quote requestDueApr 10OwnerPriya NairEarlier stepsOne click awayYou
Filter to what matters.
Filter by stage, owner, created date or close date, and include reps who have left when you need the full history.
StageOwnerCreated dateClose dateInclude former reps
On the record
What the board shows for every opportunity.
- Account
- The client the deal belongs to
- Stage
- Qualify, Quote, Proposal, Contract or Won
- Owner
- The rep who registered it
- Value
- Estimated value per month
- Next step
- With its due date
- Close date
- The date you expect to close
What this does not do
- The board shows your agency’s deals. Other partners’ accounts and economics stay out of view.
- It shows deal value. Commission amounts live on your statement, for the roles allowed to see them.
We walk you through the platform on the call, before you sign anything.