Find the guide that matches the work.

Choose the right Deals view for daily action queues, stage-flow inspection, bulk record review, or forecast and target analysis.

Understand how WRKZY turns a qualified customer decision into owned pipeline work, evidence-based forecasting, and a durable commercial outcome.

Record Won or Lost customer outcomes, archive operational noise without losing linked history, and restore retained deals through governed recovery.

Create a deal from verified company or contact context, choose the right pipeline and currency, and establish accountable ownership and forecast evidence.

Update deal stage, ownership, priority, probability, forecast category, and expected close date as separate evidence-based decisions.

Progress a deal stage by stage using customer evidence, configured movement rules, approvals, tasks, and governed Won or Lost outcomes.

Use deal pulse, health reasons, stage aging, close-date pushes, customer activity, suggestions, and durable history to identify risk and data gaps.

Turn deal follow-up into owned tasks with due times, reminders, status, followers, and contextual comments instead of relying on unstructured notes.