IN THIS ARTICLE

The deal pipeline is the central dashboard for all deals in your space. It enables you to create and manage deals, check their status, and view the total value of each stage in the pipeline lifecycle.

CONTENTS

Getting started

An inline Getting started panel guides new users through the key features of Estii. You can hide this panel once it is no longer required (or restore it via the help menu).

• Welcome tour - an introduction to how to estimate, price and present your first deal
• Explore your space - a quick tour through the other key sections of your space
• Working with rate card - learn how to setup the cost, price and margin of resources

<aside> 👉 For more information, see the Getting started section

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Pipeline deals

Deals are organised into four groups - open, closed, archived and templates - correlating to the top level lifecycle of your pipeline.

Click New deal to open the deal dialogue window. Follow the instructions to setup a new deal. You can also duplicate an existing deal, via the disclosure menu that appears on hover

<aside> 👉 For more information, see ‣

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