In this video, we’re focusing on the Deals tab within Leads AI. This tab provides an overview of the total deals for the month, week, and last Saturday, offering users a comprehensive insight into their deal activity over specific timeframes. Additionally, the tab categorizes deals based on their stage, such as initial contact, qualification, meeting, and proposal approval, allowing for efficient organization and tracking of each deal’s progress.

Users can also set priorities for deals and view them in both list and grid views, providing flexibility in how they interact with and manage their deals. Creating a new deal is a straightforward process—users simply need to click “create,” enter the deal name, price, client details, and phone number, and then click “create” to finalize the deal creation.