DashClicks

Track and manage your sales pipeline for optimal results.

Deals

Using the Deals App

Create a New Deal

Creating a Sales Pipeline

Editing a Sales Pipeline

Deal Currency and Value

Exporting Your Deals Data

Get Started

How to Create Email Automation

How to Create SMS Automation

How to Create a Build InstaSite Automation

How to Create a Build InstaReport Automation

How to Create Add Deal Tag Automation

How to Create Remove Deal Tag Automation

How to Create Change Deal Owner Automation

How to Create Add Deal Follower Automation

How to Create Move Deal Stage Automation

How to Create Add a Note Automation

How to Create Add a Reminder Automation

Using the Deal Automation Logs

How to Edit a Deal Automation

How to Delete a Deal Automation

Deal Automations

Using the Reporting Tab

Deals Reporting

Using a Deal Card

Associating Deals with Businesses and People

Creating Custom Properties for Deals

Deal Cards

Community

Find answers and get help from Intercom Support and Community Experts

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