1. You can see all of your deals in the Deals tab
2. You can filter your Deals by date range
3. Like so...
4. You have other filters here as well
5. Such as the "Date Added" filter which organizes by oldest leads or newest
6. This is the campaign pipeline filter, depending on what campaigns you have with us, you'll see all of them here and get a dedicated pipeline for each
7. This is the status filter
8. Clicking on open will only show deals that are still in progress and have not been lost (opted out or not interested) or won (you sold them!)
9. Now let's look at the Won deals
10. Beautiful! All of the signed (not yet issued) and issued (you've been paid out) are showing!
11. What about lost?
12. You can see in the Hot Leads (responded) stage of the pipeline, there are a lot of lost deals. That's because we AUTOMATICALLY will mark leads that opt out as lost, for you. You can also easily drag these cards around these as lost.
13. Now that you understand a bit about the pipeline, let's tie it together to the Dashboard, or "Overview"
14. Under "Opportunities", you'll see 3 Closed (won deals) and 1 Lost. This reflects what you just saw in the pipeline.
15. And the conversion rate on those leads also got updated!
