In this tutorial, we'll show you what a deal is, and how to create one in Samdock.

☝ A deal represents an opportunity to sell your products or services.

In Samdock, the workflow is designed for the qualified leads to eventually become deals, or in other words, a selling opportunity.

That means that once you qualify a lead, they land on the first stage of your pipeline.

Every card you see here represents a deal.

☝ A pipeline is a representation of the journey your contacts go on from being a qualified lead to closing the deal. It's divided into different stages that the contact goes through.

Closed deals

In this section you'll find all your archived closed deals, whether they're classified as:

  • Won: the deal ended up successfully and you made the sale
  • Lost: the deal didn't work out and you didn't make the sale

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