Pipelines & Deals
Track referrals, partnerships, and deals from first touch to close
By Nicole1 author8 articles
- Understanding PipelinesLearn how Introzy pipelines track referrals, partnerships, and integrations, and how to navigate and customize them.
- How to Create a Referral in IntrozyStep-by-step guide for creating a referral using the Create New Referral modal.
- Referral Opportunities PipelineTrack warm introductions from certified partners from first contact through Closed Won or Closed Lost using the Referral Opportunities pipeline in Introzy.
- How to Customize Your Pipelines in IntrozyThis guide shows you how to manage your pipelines in Introzy — including creating new pipelines, adding and removing stages, editing stage names and colors, and reordering stages to match…
- Message Templates
- Understanding Deals in Finance: How They're Created, Fee Calculation, and Deal StagesThis article explains how Deals work in Introzy's Finance section. If you're wondering where a deal came from, why fees look a certain way, or what a deal status means,…
- External Referral FormLet anyone submit a referral directly to your solution provider without logging in. Submissions automatically create deals in your Referral Opportunities pipeline.
- Customizing Pipelines and Fields in IntrozyLearn how to tailor pipeline stages, add custom fields to People and Companies, and use AI enrichment to automatically fill in those fields.