Help center
Pro
Sales pipeline
The Pipeline preset replaces TODO triage with sales columns (Prospect, Qualified, Proposal, Won…). Deals stay glued to email. Pro only.
How to
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1
Go Pro
Without Pro, the Pipeline preset is hidden. Activate billing from Pricing.
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2
Pick the preset
In Config / the TODO–Pipeline switch, select Pipeline.
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3
Add mail
From the Gmail list, select threads → Add to Pipeline (bulk).
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4
Move the deal
Drag the card, fill amount / close date / probability in the panel.
FAQ
Can I rename columns?
Yes. Statuses are configurable; a remap moves cards onto the new names.
Does it replace Salesforce?
No. It’s the inbox cockpit. Data stays in your Sheets; a heavier CRM can coexist.
More help
Deal fields
Amount, close date, probability.
Companies
The account, not just the email.
Multi-thread deals
Several emails, one deal.
Still stuck?
OAuth / sync troubleshooting and team contact live elsewhere.