Deals & your sales pipeline

A deal is an opportunity you're working to win. The pipeline is how you move that deal through your sales process — from first conversation to closed — so nothing stalls or gets forgotten.

• See it your way. Work the pipeline as a board (drag deals between stages) or as a list for filtering and scanning.
• Make it yours. The stages aren't fixed — edit them to match how you actually sell, and run more than one pipeline if you have different kinds of work.
• Know what's working. Built-in conversion analytics show where deals are progressing and where they're getting stuck, so you can forecast instead of guess.

Deals connect to the rest of WyllFlow: a lead can be converted into a deal, and a won deal flows naturally into an estimate and the Money Loop. On team plans you can assign deals to specific members.