Deals and CRM
Work from Ergo's Deals workspace, inspect CRM-backed deal and company context, and understand how views, matching, health, drafts, and follow-ups fit together.
Articles
- Pipeline/view selector
- Deal detail
- Deals board overview
- Company detail
- Company board
- Deal and account health
- Search/filter/sort deals
- Bulk email drafts
- Bulk actions
- Add/edit deals
- Kanban and list views
- How Ergo names and matches CRM records
- AI deal/account overviews
- Activity, emails, and meetings
- Custom views and Ergo View
- Reminders and follow-up view