Tracking deals with the Pipeline

Pipeline (in the sidebar under CRM) is a simple board for tracking deals that haven't closed yet - a new lead, someone you're in talks with, a proposal you've sent. Add an opportunity, give it an estimated value and how likely it is to close, and drag it through the stages as things progress.

Once someone's ready to buy, click "Start proposal" right from their card - it takes you straight to a quote pre-filled with their information. When they mark it lost instead, you can jot down why, so you build a real picture of what's working over time.