Coffee

Explore the different ways to add person records to Coffee.

Adding Deals to Coffee

Learn how to sort, rename, hide, and reorder deal columns in Coffee to customize your view and match your workflow.

Sorting and ordering Deals

Learn how to switch between Grid and Kanban views in deals to effectively track progress and manage your deal stages.

Switching deal views

Learn how to manage deal stages in Coffee, including tracking revenue, forecasting, and customizing stage names, probability, and colors.

Managing deal stages

Learn how to permanently remove single or multiple deals from your Coffee workspace using the right-click menu or bulk actions.

Deleting a deal

Comparing Pipeline Snapshots

Learn how to assign or update deal owners in Coffee, whether you are creating a new deal or reassigning an existing one.

Assigning deal owners

Map what standard and custom fields sync between Coffee and Salesforce or HubSpot

Deal fields in Coffee

Organize your pipeline by creating static or dynamic deal lists to track manually selected groups or automatically filtered deals.

Creating deal lists

Learn how to use AI or manual filters to organize your deals

Filtering deals

Create and manage multiple pipelines to track different customer processes separately.

Adding multiple Deal pipelines

Choose which fields appear when users create a new deal.

Customizing new deal fields

Learn how to change your currency settings in Coffee. Updates apply instantly to your currency symbols without converting existing values.

Changing your currency

Learn how to upload and manage documents within your deals

Adding files to a deal

Deals and Pipelines

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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