Sellers move contacts to deals
A checklist shows actions from the first contact to the next step in the pipeline.
Help new teams start selling
New sellers add a contact, create a deal and assign a next step in your CRM. Managers get separate guidance for team setup.
Deals
TodayCustomerAmountStage
Deal createdJust nowDone
North Studio$2,400Negotiation
CRM rollout$12,000In progress
New website$4,500New
Support plan$1,200Proposal
Create a customer deal
Keep the contact and conversation together so your team can follow up.
Next step scheduled
The user completed the task and can keep working.
1 / 3From contact to sale
- 1Open your workspace
- 2Create deal
- 3Add next step
New teams start selling sooner
Sellers understand complex fields
A tooltip or tour explains stage, amount and owner inside the deal record.
Managers see their own journey
Your team separates guidance for daily selling work and process setup.
From the first step to a finished task
Follow the user journey: take an action and see the result in the workspace.
Deals
TodayCustomerAmountStage
Deal createdJust nowDone
North Studio$2,400Negotiation
CRM rollout$12,000In progress
New website$4,500New
Support plan$1,200Proposal
Create a customer deal
Keep the contact and conversation together so your team can follow up.
Next step scheduled
The user completed the task and can keep working.
1 / 3From contact to sale
- 1Open your workspace
- 2Create deal
- 3Add next step
Guidance for the task
First deal
Add a contact, create a deal and assign the next action.
Progress 0 / 3
The contact appears in the CRM list.The deal appears in the pipeline.The next action is saved in the deal record.
Start with the first deal
Choose the seller’s first actions that lead to a created deal and assigned next step.
Name the result
The seller has added a contact, created a deal and assigned the next action.
Add guidance
Put the order in a checklist and explain complex fields with tooltips.
Check roles
Run through seller and manager paths in preview, then publish the rules.
Questions about CRM onboarding
Can we separate seller and manager guidance?
Yes. Set rules with role, page, attributes and events from your CRM.
How do we help with a complex field?
Show a tooltip beside it or use a short tour for several related actions.
Do we need a developer?
If you use Google Tag Manager or Yandex Tag, you do not need a developer. A developer is needed only to install the script directly in your product’s code. Once connected, your team updates and publishes journeys on its own.
What happens when the CRM changes?
Check the path in preview, update steps or copy, then publish a new version.
Map the first deal
Show us a seller journey. In the demo, we will identify actions from contact to next step.
Request a demo
Leave your details. We’ll email you to find a time for the demo.