Outreachly allows you to seamlessly create deals from Inbox leads so that you never miss an opportunity. These deals will be added to your Outreachly Pipeline, HubSpot or Pipedrive (depending on how you've set up the Pipeline feature).
Creating a Deal
Select "Inbox" from the menu on the left of the screen
Navigate to your lead or prospect in the Inbox and select the 'House' icon in the top right.
Scroll down to CRM Deals and select "+ New deal".
In the Deal pop-up window select the Platform, give your deal a name, select the Pipeline stage, deal amount and owner, then select "Create". Head over to "Pipeline" in the left menu to edit and track your deal.
🚀 Success! You're now able to create deals directly from the Inbox