Deals and pipelines

Deals track your opportunities through a pipeline.

Work the pipeline

1. Open Deals to see your kanban board.
2. Drag a deal to move it through the stages.
3. Create a deal and link a company and contact using the searchable pickers.

Manage pipelines and stages

Go to Settings, then Pipelines, to add pipelines and edit their stages.

Need help? Email support@payani.ai.

Related articles

• Companies->
• Contacts overview->
• Custom fields, pipelines, and scoring->