Deals Pipeline — Video Tutorial Script
Video Info
- Duration: ~7 minutes
- Target Audience: Sales teams and business owners managing their sales process
- Prerequisites: Logged into DOLU.ai, at least one contact created
Script
Scene 1: Introduction (0:00-0:20)
Narrator: "Welcome back to DOLU.ai. In this video, you will learn how to manage your sales pipeline using the Deals module. We will cover the kanban board, deal stages, creating and linking deals, tracking weighted pipeline value, and marking deals as won or lost. Let's get started." Screen: DOLU.ai logo and intro animation displayed
Scene 2: Accessing the Deals Module (0:20-0:50)
Narrator: "Click 'Deals' in the left sidebar. You will see the kanban board — your visual sales pipeline. Each column represents a stage in your sales process." Screen: Deals kanban board displayed with columns: New Lead, Contacted, Qualified, Proposal Sent, Negotiation, Won, Lost Action: Click "Deals" in the left sidebar — kanban board loads with cards in various columns
Narrator: "The default pipeline comes with stages that suit most businesses, but you can fully customize them. We will cover that shortly." Screen: Overview of the full kanban board with all columns visible
Scene 3: Creating a New Deal (0:50-2:00)
Narrator: "To create a new deal, click the 'Add Deal' button in the top-right corner." Screen: "Add Deal" button highlighted Action: Click "Add Deal" — deal creation form opens as a modal
Narrator: "Enter the deal name — for example, 'Enterprise CRM Package — Acme Corp'. Set the deal value. This is the expected revenue if the deal closes." Screen: Deal creation form with fields visible Action: Type "Enterprise CRM Package — Acme Corp" in Deal Name, type "24000" in Value field
Narrator: "Select the currency and the stage. Since this is a new opportunity, we will place it in 'New Lead'. Set the expected close date and assign a probability percentage." Screen: Currency dropdown showing USD, EUR, GBP, TRY — Stage dropdown showing pipeline stages — Date picker and probability slider Action: Select USD, select "New Lead" stage, pick a date 30 days from now, set probability to 20%
Narrator: "Now link this deal to a contact and optionally to a company account. Start typing the contact name and select from the dropdown." Screen: Contact linking field — autocomplete dropdown appears Action: Type "Sarah Johnson" — select from autocomplete — contact linked
Narrator: "Click 'Save' to create the deal. It appears as a card in the 'New Lead' column." Screen: Click Save — modal closes — new deal card appears in the New Lead column Action: Click Save — deal card animates into the kanban board
Scene 4: Kanban Board Interactions (2:00-3:10)
Narrator: "The kanban board is fully interactive. To move a deal to the next stage, simply drag the card and drop it into the target column." Screen: Deal card being dragged from "New Lead" to "Contacted" Action: Click and hold the deal card — drag it to the "Contacted" column — release — card snaps into place
Narrator: "As you move deals through stages, DOLU.ai automatically updates the timestamps and logs the stage change in the deal's activity history." Screen: Brief animation showing a stage change entry appearing in the deal's timeline
Narrator: "You can also reorder cards within a column. Drag a card up or down to prioritize your most important deals at the top." Screen: Two deal cards in the same column — one dragged above the other Action: Drag a card above another within the same column
Narrator: "Each card shows key information at a glance: deal name, value, contact name, expected close date, and the assigned team member's avatar." Screen: Close-up of a deal card with each element labeled Action: Hover over the card — tooltip shows additional details
Scene 5: Deal Detail Page (3:10-4:10)
Narrator: "Click on any deal card to open its detail page. Here you see the complete picture of the deal." Screen: Deal detail page opens — header shows deal name, value, stage, probability Action: Click on a deal card — detail page loads
Narrator: "The header displays the deal name, current value, stage, probability, and expected close date. Below that, you have tabs for Activity, Tasks, Notes, and Files." Screen: Tab bar visible below the deal header Action: Point out each tab
Narrator: "In the Activity tab, you see a timeline of every action: stage changes, notes added, emails sent, calls logged, and tasks completed." Screen: Activity tab open — timeline entries displayed chronologically Action: Scroll through the activity timeline
Narrator: "Use the Tasks tab to create follow-up actions. For example, 'Send proposal document by Friday'. Assign it to yourself or a team member, set a due date, and track completion." Screen: Tasks tab — click "Add Task" — task creation form opens Action: Type "Send proposal document" — set due date — assign to self — click Save
Narrator: "The Notes tab lets you keep internal records. Add meeting notes, customer feedback, or negotiation details that your whole team can reference." Screen: Notes tab — click "Add Note" — type a sample note Action: Type "Customer prefers annual billing, 10% discount discussed" — click Save
Scene 6: Weighted Pipeline Value (4:10-5:00)
Narrator: "At the top of the kanban board, you will see the total pipeline value and the weighted pipeline value. These are two different numbers and understanding the difference is important." Screen: Pipeline summary bar at the top — total value and weighted value displayed Action: Highlight both numbers
Narrator: "The total pipeline value is the sum of all deal values across all stages. The weighted value multiplies each deal's value by its probability percentage. For example, a $24,000 deal at 20% probability contributes $4,800 to the weighted total." Screen: Calculation example displayed on screen: "$24,000 x 20% = $4,800 weighted value" Action: Hover over the weighted value — tooltip shows the calculation breakdown
Narrator: "This gives you a realistic forecast of expected revenue. As deals move to higher-probability stages, the weighted value increases automatically." Screen: Move a deal from "Qualified" (50%) to "Proposal Sent" (70%) — weighted value updates in real time Action: Drag a deal card to a higher stage — observe the weighted value counter change
Narrator: "You can also view these numbers broken down by month in the pipeline analytics section." Screen: Click "Analytics" tab — monthly breakdown chart displayed Action: Click Analytics — chart loads showing monthly projections
Scene 7: Deal Actions — Won and Lost (5:00-5:50)
Narrator: "When a deal reaches its conclusion, mark it as Won or Lost. You can drag it to the Won or Lost column, or open the deal and click the corresponding button." Screen: Deal detail page — "Mark as Won" (green) and "Mark as Lost" (red) buttons in the header Action: Click "Mark as Won" — confirmation dialog appears
Narrator: "When you mark a deal as Won, DOLU.ai asks for the final closed value and the close date. This data feeds into your revenue reporting." Screen: Won confirmation dialog with final value field and date picker Action: Confirm the value — click "Confirm Won" — confetti animation plays — deal card moves to Won column
Narrator: "When you mark a deal as Lost, you are asked to select a loss reason — for example, 'Price too high', 'Chose competitor', or 'No budget'. Tracking loss reasons helps you improve your sales strategy over time." Screen: Lost confirmation dialog with reason dropdown Action: Open a different deal — click "Mark as Lost" — select "Chose competitor" — click Confirm
Scene 8: Customizing Pipeline Stages (5:50-6:30)
Narrator: "To customize your pipeline stages, go to Settings, then Deals. Here you can add, rename, reorder, or remove stages." Screen: Settings page — Deals section — pipeline stage configuration Action: Navigate to Settings — click "Deals" — stage editor displayed
Narrator: "Click 'Add Stage' to create a new stage. Give it a name, assign a default probability, and choose its color. Drag stages to reorder them." Screen: Add Stage form — name, probability, and color picker fields Action: Type "Demo Scheduled" — set probability to 40% — pick a blue color — click Save
Narrator: "You can also create multiple pipelines for different products or teams. Click 'Add Pipeline' and configure it independently." Screen: "Add Pipeline" button — click to create a second pipeline Action: Click "Add Pipeline" — name it "Enterprise Sales" — add custom stages
Scene 9: Filtering and Searching Deals (6:30-6:50)
Narrator: "Back on the kanban board, use the filter bar to focus on specific deals. Filter by assigned team member, date range, value range, or tags." Screen: Filter bar above the kanban board — dropdown filters Action: Select "Assigned to: Me" — board filters to show only your deals
Narrator: "The search bar lets you find deals by name or linked contact. This is especially useful when your pipeline has hundreds of active deals." Screen: Search bar — type a deal name — matching cards are highlighted Action: Type "Acme" — matching deal cards highlighted while others dim
Scene 10: Closing (6:50-7:00)
Narrator: "You now know how to manage your entire sales pipeline in DOLU.ai. From creating deals and tracking them through stages, to analyzing weighted revenue and marking outcomes, the Deals module gives you complete control over your sales process. In the next video, we will explore AI Agents. See you there!" Screen: DOLU.ai logo with text overlay: "Next Video: AI Agents"
Summary
What you learned in this video:
- How to navigate the kanban board and understand deal stages
- How to create a new deal and link it to contacts and accounts
- How to drag and drop deals between stages on the kanban board
- How to use the deal detail page — activity, tasks, notes, and files
- How to understand total vs. weighted pipeline value
- How to mark deals as Won or Lost with reasons
- How to customize pipeline stages and create multiple pipelines
- How to filter and search deals
Next Video
AI Agents — Create and train intelligent AI assistants for your business.