Once your pipeline is set up, managing deals day-to-day is about keeping your pipeline accurate and up-to-date so you can forecast revenue and prioritize your time effectively.

The deal board gives you a visual overview of your entire pipeline. Deals are displayed as cards in their current stage, and you can drag them between stages as they progress. The total value of deals in each stage is shown at the top of each column, giving you an instant snapshot of your pipeline health.

To update a deal, click on it to open the detail view. Here you can change the deal value, update the expected close date, add notes about your latest conversation, and log activities like calls, meetings, or emails. All of these updates are timestamped and visible to your team.

Deals are linked to contacts, so all email conversations and activity with the associated contact are visible in the deal view. This means you never lose context when following up. If a deal involves multiple contacts (for example, a champion and a decision maker), you can associate multiple contacts with a single deal.

Use filters and sorting to focus your attention. Filter deals by stage, owner, value range, or expected close date. Sort by value to focus on your biggest opportunities, or by age to identify deals that are stuck and need attention.

When a deal is won or lost, move it to the appropriate final stage. Email | Govaio will prompt you to record a reason for the outcome, which builds up valuable data over time about why you win and lose deals. This information appears in the Analytics section to help you improve your sales process.