FAQ: Tag

Corcava includes a visual deal pipeline with customizable stages. You can create deals associated with contacts, track deal amounts and probability, attach supporting documents, and move deals through your sales process using drag-and-drop. The system also supports pipeline automation for automatic follow-ups and nurturing.

Yes, deals include fields for both amount and probability. This lets you calculate weighted pipeline value and forecast revenue more accurately. Combined with deal stage tracking, you can see realistic revenue projections based on where deals are in your sales process.