Operations
The work after the yes
A deal closes in a text message and then has to become an actual job. Operations is where the conversation turns into work with an owner, a stage and a date.
- Pipelines and stagesEvery stage from new lead to won.
- Add to PipelineAny conversation, added to a pipeline from the chat.
- Kanban boardMove work through the stages by hand or by API.
- Companies and membersWho the work is for, and who they work for.
- Connected calendarsThe calendar the conversation books into.
- Internal notesContext on the record the customer never sees.










