Deal Management: manage accounts and pipeline health
Manage accounts, opportunities, tasks, and pipeline health in one place — with AI-driven updates that eliminate manual data entry.
Deal Management is the operational core of PromptLab. It gives you a complete view of every account, every open opportunity, and every task your team needs to act on — without requiring manual updates. Stages and activities update automatically based on real interactions, so your pipeline always reflects reality. Whether you're checking which customers haven't heard from you lately or identifying where deals are stalling, everything you need is in one place.
Key capabilities
Account intelligence
See the full history of every account at a glance — last contact date, open deals, and relationship health — so no customer slips through the cracks.
Pipeline health view
Visualize your entire sales funnel in one view. Spot where deals are moving and where they're getting stuck, without pulling a report.
Zero-admin updates
Deal stages and activity records update automatically from real interactions — emails, calls, and meetings — so you never enter data manually.
Action Hub
Manage every follow-up, demo request, and document delivery in a single task list. No external to-do tools required.
Account intelligence: never lose a relationship
The Accounts view surfaces relationship health signals for every customer in your book of business. You can see at a glance which accounts have gone quiet and which customers are at risk of being neglected — before a competitor moves in. Click any account to see its full interaction timeline, open opportunities, and outstanding tasks.
Pipeline health: see exactly where deals stand
The Pipeline view shows your entire sales funnel as a visual board. Each column represents a deal stage, and each card shows deal value, age, and the next scheduled activity. Deals that are overdue for action are flagged automatically, so you can prioritize without guessing.
Zero admin: activities update themselves
When you send an email, take a call, or hold a meeting, PromptLab records the interaction and advances the deal stage if appropriate — no manual status changes needed. This keeps your pipeline accurate without adding work to your day.
Action Hub: manage every commitment in one place
The Action Hub consolidates every follow-up, demo, and document request across all your deals into a single task view. Tasks are created automatically from call summaries and email threads, and you can add your own. Close out tasks directly from the hub — no switching between apps.
Getting started with Deal Management
Open your pipeline
Click Pipeline in the left navigation. You'll see your full funnel organized by stage. Use the stage columns to understand where your deals sit right now.
Review account intelligence
Click Accounts to see every company you manage. Sort by Last activity to surface accounts that haven't been contacted recently. Open any account to see its full interaction history and open opportunities.
Work your Action Hub
Click Action Hub to see every pending task across all deals. Tasks are grouped by due date and deal. Check off completed items or reschedule anything that needs more time.
Track deal progress
Return to Pipeline and open any deal card to review its timeline, associated contacts, attached quotes, and next steps. Update the deal stage by dragging the card — or let PromptLab advance it automatically when the next interaction happens.
Deal stages update automatically when PromptLab detects a qualifying interaction — a recorded call, a sent quote, or a replied email. You only need to manually move a deal if something happened outside the platform.
If an account shows no activity in 30 or more days, it will be flagged as At risk in the account intelligence view. Review these accounts regularly to avoid losing relationships to inactivity.