Manage deals & pipeline

Track deals and move them through your pipeline stages.

Manage deals & pipeline Tutorials

11 demos

Oct 2025 · 97 views

Outreach

0:450:43Outreach

Reviewing Pipeline Summary and AI Projected FinishThe demo shows the pipeline summary dashboard where AI-driven projected finishes are compared against manual sales commits.Manage deals & pipeline

1:281:12Outreach

Managing Forecast Roll-ups and Opportunity InteractionsA walkthrough of the forecast roll-up page, showing how to drill down into individual sales rep commits and view recent prospect interactions.Manage deals & pipeline

3:050:33Outreach

Forecasting with Scenario PlannerThe user demonstrates the scenario planner tool to model likely outcomes by forecast stage and time period.Manage deals & pipeline

Oct 2025 · 2.8K views

HeyReach

15:551:31HeyReach

Managing conversations in a unified LinkedIn inboxShows the unified inbox feature where users can manage conversations across all connected LinkedIn accounts and tag leads for better organization.Manage deals & pipeline

18:582:09HeyReach

Analyzing LinkedIn campaign performance and reportingWalks through the reporting dashboard to track connection rates, response rates, and overall outreach performance across different workspaces.Manage deals & pipeline

Oct 2025 · 624 views Close

6:001:37Close CRM

Creating Custom Fields for Lead RecordsShows the process of adding new custom fields, labeling them, and choosing data types to capture specific prospect information.Manage deals & pipeline

7:361:38Close CRM

Setting Up Custom Activities in CloseWalks through creating and editing custom activities to log specific interactions beyond standard calls and emails.Manage deals & pipeline

Feb 2025 · 3.6K views

Business Solution

15:563:21Pipedrive

Revenue Projections and DashboardsDemonstrates the forecasting view to predict monthly revenue and how to build custom reporting dashboards.Manage deals & pipeline

Apr 2025 · 428 views

SoftSavvy

2:300:32Close CRM

Managing lead stages in the pipelineShows how to drag and drop leads through different pipeline stages such as 'Contacted' and 'Qualified'.Manage deals & pipeline

Sep 2024 · 347 views

Tutorials by Manizha & Ryan

3:121:53Close CRM

Navigating the Close CRM lead dashboardA walkthrough of the lead section, showing how potential business opportunities and communication history are organized.Manage deals & pipeline

6:460:59Close CRM

Creating and managing opportunitiesDemonstrates how to add a specific deal value to an opportunity and categorize it within the sales list.Manage deals & pipeline

Manage deals & pipeline

Manage deals & pipeline Tutorials

Manage deals & pipeline Tools