The Deals section in Email | Govaio provides a visual pipeline (Kanban board) for tracking your sales opportunities from first contact to closed deal. Before you start using it, you will want to configure the stages to match your specific sales process.

To set up your pipeline, go to Deals and click the gear icon. Here you can create, rename, reorder, and delete deal stages. The default stages are Lead, Qualified, Proposal, Negotiation, and Closed Won / Closed Lost, but you should customize these to match how your team actually sells.

Keep your pipeline stages simple and actionable. Each stage should represent a clear milestone in your sales process. Avoid having too many stages (5-7 is ideal) as it makes the board harder to manage. Each stage should answer the question "What needs to happen before this deal moves to the next stage?"

When creating a new deal, you will fill in the contact or company name, deal value, expected close date, and assign it to a team member. The deal will appear as a card on your pipeline board. Drag and drop cards between stages as deals progress.

Each deal card shows key information at a glance: the deal name, value, contact name, and how long it has been in the current stage. Click a deal to open its detail view, where you can see the full history of activities, emails, notes, and stage changes.

For teams with multiple sales processes (for example, new business vs. renewals), you can create separate pipelines. Each pipeline has its own stages and can be filtered independently. Use the pipeline selector at the top of the Deals page to switch between them.