Keeping track of your contacts and the progress of your deals is essential for your small business to stay organized and serve customers well. With the right tools, you can manage all your important information in one place and make better decisions for your business.

📌 Why This Matters

When you can easily access information about your contacts and see where each deal stands, it’s easier to follow up, close sales, and build lasting relationships. This kind of convenient management saves you time and helps prevent missed opportunities.

✨ What’s New

• Contact List View: View and sort all your contacts quickly to find who you need, when you need them.
• Pipeline View for Deals: See your deals arranged visually by stage, making it simple to track progress and next steps.
• Easy Search and Filters: Search through contacts and deals or use filters to narrow down lists based on specific criteria.

🛠️ How to Use It

1. Step 1: Open your contacts screen to view your list of customers, vendors, or partners.
2. Step 2: Use the search bar or filters to locate specific contacts quickly.
3. Step 3: Switch to your deals pipeline to see all your active deals grouped by their current stage.
4. Step 4: Click into any deal or contact to see more details and update information as needed.

💡 Pro Tip

Regularly reviewing and updating your contacts and deal stages helps you focus efforts on closing the most promising opportunities and growing your revenue.