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How to use Dubb Deals

Manage Dubb Deals and Stages.

Darius avatar
Written by Darius
Updated yesterday

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!

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