Docs
Deals and pipeline
Your pipeline, moving deals through their stages, how meetings land on deals, and, if your workspace uses Salesforce, sending updates there.
These pages cover the Deals page and what you do with a deal once it's open.
- Your pipeline: the Deals page, its period and tiles, filters, saved views and changing many deals at once.
- The deal page: everything Goose knows about one deal, in one place.
- Move a deal forward: stages, exit criteria, and marking a deal won or lost.
- How meetings land on deals: how Goose puts a meeting on a deal, and what to do when it picks the wrong one.