Introduction to the Deal Manager

What the Deal Manager does

The Deal Manager tracks your pipeline and keeps things moving. When a lead qualifies, it creates a deal. When a prospect replies, it coordinates the next step: drafting an email, scheduling a meeting, or following up. It works with the Reacher (emails) and the Booker (meetings) so you don't have to orchestrate. Benefit: nothing falls through the cracks.

You get a visual pipeline, a Kanban board, so you can see what's stuck and drag deals between stages. The Deal Manager surfaces deals that need attention.

Who the Deal Manager works with

• Reacher: Drafts and sends emails. The Deal Manager creates the email task and passes it to the Reacher. You approve or reject.
• Booker: Schedules, reschedules, and cancels meetings. The Deal Manager creates the meeting request. You approve before anything goes on the calendar.

Tasks and sequences

The Deal Manager creates tasks for emails, meetings, and follow-ups. It can run them immediately or schedule them for later, e.g., "follow up in 3 days." You can also group related tasks into a sequence (e.g., an email sequence) and approve them per task or all at once.

Settings

You can choose whether emails need your approval before sending. Start with approval on: review every email. As trust builds, you can turn on autopilot for initial and follow-up emails. Replies always need your approval. You can also set the default meeting platform (Google Meet or Zoom).