Help center
Pro
Deal fields
On Pro, each deal has an amount, close date and probability. You edit them under the conversation while you reply.
How to
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1
Open a Pipeline thread
The card must be on the Pipeline board (dual-board is fine).
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2
Fill the fields
Amount, date, probability in the panel’s Deal section.
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3
Save
Values are written to Sheets. A later sync does not overwrite them.
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4
Link a company
A deal can be scoped to a company (account), not only the thread.
FAQ
One deal = one email?
Not necessarily. A deal can link several threads (multi-thread deals).
Does Gemini fill the fields?
It suggests. You click Apply field by field. Nothing is written without you.
More help
Sales pipeline
Prospect to Won, inside Gmail.
Companies
The account, not just the email.
Multi-thread deals
Several emails, one deal.
Still stuck?
OAuth / sync troubleshooting and team contact live elsewhere.