Step-by-Step: How to Use Dubb Deals
Here's a quick video:
1. Access the Deals Section
From your Dubb dashboard, click on the CRM tab in the left-hand menu.
Select Deals from the dropdown.
You’ll land on the Default Deals Board, which includes the stages:
Appointment Scheduled
Qualified to Buy
Presentation Scheduled
Decision Maker Bought-in
Contract Sent
Closed Won
Pro Tip: You can customize these stages in your CRM settings.
2. Create a New Deal
Click the “+” button under any column/stage.
A Create Deal window will appear where you can enter:
Title (required)
Description
Amount
Pipeline (choose from existing pipelines)
Stage (pre-filled by where you clicked)
Owner (assign a team member)
Closed Date
Associated Company
Associated Contacts
Click Submit to save your deal.
Each deal can be associated with contacts and companies for easy tracking.
3. Move Deals Across Stages
In Board View, simply drag and drop deals from one column to the next as they progress in the sales process.
In List View, use filters or update stages manually via the deal's dropdown.
Board View:
List View:
Switch between “Board View” and “List View” using the top right controls.
4. Customize Deal Stages
Navigate to Settings > Team > CRM.
Under the Deals tab, edit or create new pipeline stages based on your sales process.
This ensures your CRM reflects your team’s exact sales funnel.
5. Automate Deal Creation
Dubb allows you to automate deal creation through workflows.
Go to Automation > Workflows and set up triggers such as:
A form submission
A video view
Email engagement
Automating this step saves time and ensures no lead falls through the cracks. Here's an article for Automation.
Key Features of Dubb Deals
Fully customizable pipeline stages
Drag-and-drop board interface
Owner-based filtering
Easy contact and company association
Automation compatibility
Visual progress tracking
Ready to Go Further with Dubb?
If you're on a free or basic plan, upgrading gives you access to:
Full video tracking analytics
Advanced automation features
Unlimited custom CTAs
Priority support and expert training
Level up your outreach today.
If you need more personalized help, Dubb's support and training teams are ready to assist you every step of the way. Keep creating, sharing, and succeeding!