Skarbe’s Deals workspace helps you track, manage, and organize your sales pipeline with full visibility. Whether you’re viewing deals in kanban or table mode, editing stages, or filtering by owner — everything is at your fingertips.
What You Can Do in the Deals Section
1. View and Filter Deals
Switch between pipelines using the dropdown menu.
Use the search bar or filters to find specific deals.
Filter by team members to focus on individual workloads.
2. Choose Your View
Kanban view. Visualize deals by stage (Appointment Scheduled, Qualified to Buy, etc.).
→ Drag and drop deals to reorder or move them between stages.
→ Use the ➕ icon on any stage block to quickly create a new deal in that stage.
Table view: See a sortable list with key columns like Deal Stage, Owner, Amount, and Last Activity.
3. Manage Individual Deals
Clicking into a deal allows you to:
View the activity feed (emails, meetings, notes).
Mute email threads from the deal to keep your main feed clean — they’ll still appear in the deal’s feed.
Pin deals for quick access — pinned deals stay at the top of your list.
Edit pipeline and deal stage.
Link contacts or companies directly to the deal.
If imported from a CRM, quickly open the deal in the CRM via the header button.
Creating & Editing Pipelines and Stages
Skarbe lets you tailor your sales process by customizing pipelines and their stages.
Create a New Pipeline
Click the pipeline dropdown at the top of the Deals page.
Select "⚙️ Manage pipelines"
Select “+ New Pipeline”.
Enter a name and add initial stages.
Click Create to save.
Edit an Existing Pipeline
Click the pipeline dropdown.
Select "⚙️ Manage pipelines"
Hover over the current pipeline name and click the ⚙️ (cog icon).
From here, you can:
Rename the pipeline.
Add, rename, or delete stages.
Reorder stages using drag & drop.
Each stage is represented as a column in Kanban view. You can adjust your pipeline structure anytime to better reflect your actual sales workflow.
Sales teams can monitor all active deals, prioritize follow-ups, and track progress from lead to close — all in one place.
Troubleshooting or Questions?
If you run into issues or need help, feel free to reach out to our support team at [email protected].