A company page with its people, its deals (open, weighted and won), what happened and its tasks. A deal page with its stage path, value and probability, its owner and expected close date, the person and company, and its history in plain words, never field names.

• Linked from everywhere a company or deal is named
• Coloured tags on people, companies and deals
• A new deal from a company, a person or an Inbox conversation
• An owner and a close date on every deal; a lost deal keeps why

Set a target for revenue won, deals won or pipeline created, each month or each quarter, for the team or one rep. The Sales dashboard shows how far along each goal is, the pace it needs by today, and how many times the open pipeline covers what is left to win.

• Goals for inbound leads, meetings, people contacted or replied and new people on the other dashboards
• Each goal counts its own month or quarter, never the window of the figures above it
• Set by an owner or an admin in Settings → Goals; everyone sees them

Deal won: the person becomes a customer and their sequences pause, everyone at the company too if you choose. Meeting booked: the person’s stage moves and their open deal advances, or a deal opens. Each rule is a switch.

• Every change recorded with the reason
• Workflows open and move deals too, on every plan
• Approvals and changes on the person’s page

Its drafts wait on Home under Needs you, in the Inbox thread and on the person’s page: approve and send, edit or reject in place. A deal it opens carries a From reply pill on the board.

• Teams and up, on your own model key
• A policy per action: auto, approve or off
• An approval left alone expires after 72 hours