Every lead you capture automatically becomes a deal on your pipeline, so the inbox and the pipeline always mirror each other.
Open the pipeline
Admin → CRM → Pipeline (/your-slug/admin/crm/pipeline). Deals sit in columns by stage.
Move a deal
Drag a card from one stage to the next as the conversation progresses (for example New, then Contacted, Quoted, and Won). A deal that lands in a "won" stage counts toward your win-rate.
Contacts
Each deal links to a contact, found or created by email. Open CRM → Contacts to see everyone you have talked to, with tags and last activity.
Tips
- Assign a deal to a rep so it shows up in that rep's view.
- Add notes to a lead from the inbox detail page; they stay with the record.