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APEX CRM
NOTIFICATIONS
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SETTINGS
API HEALTH
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Deals Pipeline
Live Kanban board —
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Refresh
New Deal
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Open
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Next Step
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Event sizing
Guests
Package value
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Save
Value is guests x the tier rate. Enter the headcount to price this deal.
Add-ons
Notes
Save
Payment
Status
Awaiting invoice
Invoice sent
Deposit received
Paid in full
Amount ($)
Save
New Deal
Contact
*
Can't find them? Add a new contact
First Name
*
Last Name
Company
*
Title
Email
Saved as an existing relationship — excluded from all outreach, sequences, and agents. Never treated as a new lead.
Deal Title
(optional)
Deal Value
($)
*
Tier
Classic
Signature
Reserve
Current Stage
Open (new deal)
Meeting
Proposal
Negotiation
Payment
Won (record a closed deal)
Lost
Past Open, all earlier stages are logged automatically to the deal history.
Lost Reason
*
Next Step
*
Due Date
*
Edit Next Step
Next Step
Due Date
(optional)
Move to Stage
Open
Meeting
Proposal
Negotiation
Payment
Closed Won
Closed Lost
Move Deal
Lost Reason
*
Next Step
*
Due Date
*