Help center
Pro
Multi-thread deals
A deal is not an email. You link several threads (follow-up, legal, champion) to one deal: shared amount and probability, multiple conversations.
How to
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1
Create or open a deal
From a Pipeline thread’s panel.
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2
Link another thread
Link to deal on the second thread.
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3
Unlink
The thread leaves the deal; the deal remains if other threads stay.
FAQ
Are comments merged?
No. Comments and reminders stay per thread. The deal holds the commercial fields.
Company scope
A deal can be limited to one company: two accounts don’t mix.
More help
Sales pipeline
Prospect to Won, inside Gmail.
Deal fields
Amount, close date, probability.
Companies
The account, not just the email.
Still stuck?
OAuth / sync troubleshooting and team contact live elsewhere.