Deals (the pipeline)
the way you sell (e.g.: New, Qualified, Proposal, Negotiation, Won). You can have multiple pipelines, depending on your plan.
1 min readBasicUpdated on November 12, 2026
Where to find it in Cognizy
Video lesson coming soon. For now, follow the steps below.
- Step 1:
Design the stages
the way you sell (e.g.: New, Qualified, Proposal, Negotiation, Won). You can have multiple pipelines, depending on your plan.
- Step 2:
Register the products
in and, if applicable, the with discounts.
- Step 3:
Let the lead come in on their own
WhatsApp, Instagram, forms, Lead Ads, and storefront create the contact with the source recorded.
- Step 4:
Drag the deal
between stages or let the AI suggest the move forward with phrases from the conversation as proof.
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Where to find it in Cognizy