New account
Three steps. Create the record first, then add its deals.
A prospect until one of its deals closes
DraftThe name reps will search for
Monitored sites, not legal entities
On save
- Accounts
- 12 → 13
- Prospects
- 7 → 8
- ARR
- $341,000
ARR does not move until the account has a deal in the contract stage.
Owner loadElena carries 2 open deals, Q3 2026
- Open deals
- 2
- Open pipeline
- $46,500
- Weighted
- $4,650
Step 1 of 3Discard draft