Chapter 11 of 39 · Grow
CRM: deals and customer records
Deals is your sales pipeline as a board: one column per stage, one card per customer. Dragging a card to the next column is how you record progress. Clicking a customer opens their record, where you log every call, email and meeting, draft follow-ups with Winston and link the payments they've made.
How it works
What you can do here
- Drag deals between stages and see the value of each column
- Record why a deal was lost, so Reports can show you patterns
- Log notes, calls, emails and meetings on a customer
- Have Winston draft a follow-up email, or advise on what to do next
- Link payments from Finance to the customer who paid
1. Using the deals board
- 1
Open Deals
From the CRM menu. Each column is a stage, with the total value of its deals at the top.
- 2
Drag a card
When a conversation moves forward, drag the customer's card to the next column. Drop it where it says Drop a deal here.
- 3
Say why a deal was lost
When you drag a card to Lost, Winston asks why. A short answer, like "went with a cheaper quote", is enough.
- 4
Find a deal
Use Search deals, or filter by owner to see only your own.
2. The customer record
- 1
Open a customer
Click their name anywhere in the CRM.
- 2
Log what happened
Under the activity log, choose Note, Call, Email or Meeting, write what was said, and press Log it. The newest entry is at the top.
- 3
Update the details
Change the deal value, hot, warm or cold, expected close date and tags, then press Save details. Your own columns are there too and save as you go.
- 4
Draft a follow-up
Press Draft follow-up. Winston AI opens with a short, warm email ready to send, with a subject line.
- 5
Ask what to do next
Press Ask Winston. He looks at your history with this customer and tells you how to win or grow them, and what to watch out for.
- 6
Link a payment
Under payments, press Link payment and pick money in from Finance that came from this customer. The record shows how much they've paid so far.
If a customer came from Automated Pipelines, the record shows where Winston found them and their LinkedIn profile, with a link back to Pipelines.
Try it yourself
Doing is the fastest way to learn. Open the tab and try these:
- Drag a deal one stage forward.
- Open a customer and log a call.
- Press Draft follow-up and read Winston's email.