Coffee

Adding or importing Deals

Sorting and Ordering Deals

Use deal views to explore deals in every way you need

Managing deal views

Track and customize how your deals move through stages

Managing deal stages

Deleting a deal

See how your pipeline has changed between two points in time

Comparing Deals

Easily assign or change the owner of any deal

Assigning deal owners

Coffee has a set of standard deal fields. You can also import and match deal fields from HubSpot or Salesforce.

Deal fields in Coffee

Creating deal lists

Quickly narrow down your deals by using manual filters or AI filters

Filtering deals

Create and manage multiple deal pipelines in Coffee to organize different processes

Adding multiple Deal pipelines

Deals

Find answers and get help from Intercom Support and Community Experts

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