Run your sales pipeline

Leads by stage with honest win/loss math, and a staleness chip based on when you actually last made contact.

Step 1: Open Sales

In the OPERATE group of the founder sidebar.

Step 2: Add leads and move them by stage

On the Pipeline tab.

Step 3: Log contact when you reach out

Click Log contact. Staleness measures real contact, not the last time you edited the record — editing a deal's value must not silently reset the clock on a deal that has been quiet for six weeks.

Step 4: Use the Coach tab

For a specific deal or an upcoming call.

Open Run your sales pipeline in the app (sign-in required).