Work collection
Deals and pipelines
Manage commercial opportunities through work, board, table, and forecast views with owned next actions.
Published guidance
9 guides
Understand the capability
Build the mental model, terminology, and decision boundaries before changing live work.
Understand how WRKZY turns a qualified customer decision into owned pipeline work, evidence-based forecasting, and a durable commercial outcome.
3 min read · Owner, Admin, MemberChoose the right Deals view for daily action queues, stage-flow inspection, bulk record review, or forecast and target analysis.
3 min read · Owner, Admin, MemberComplete the work
Follow the product workflow, verify the resulting state, and leave a visible next action.
Progress a deal stage by stage using customer evidence, configured movement rules, approvals, tasks, and governed Won or Lost outcomes.
3 min read · Owner, Admin, MemberRecord Won or Lost customer outcomes, archive operational noise without losing linked history, and restore retained deals through governed recovery.
3 min read · Owner, Admin, MemberDesign pipelines, stage types, probabilities, aging thresholds, movement controls, field requirements, and approval rules around real customer evidence.
3 min read · Owner, AdminCreate a deal from verified company or contact context, choose the right pipeline and currency, and establish accountable ownership and forecast evidence.
3 min read · Owner, Admin, MemberUpdate deal stage, ownership, priority, probability, forecast category, and expected close date as separate evidence-based decisions.
3 min read · Owner, Admin, MemberUse deal pulse, health reasons, stage aging, close-date pushes, customer activity, suggestions, and durable history to identify risk and data gaps.
3 min read · Owner, Admin, MemberTurn deal follow-up into owned tasks with due times, reminders, status, followers, and contextual comments instead of relying on unstructured notes.
3 min read · Owner, Admin, Member