Where this lives. Sign in and open /crm in the app.
What it does
emailcampaign.ai (the signed-in app's sidebar labels it Campaign Cloud) keeps one pipeline at /crm. Visiting /deals sends you to the same page. Each row is a deal, with columns for Deal, Stage, Value, Company, Contact, Expected close, and Last activity. You can search by name, company, or contact, and filter the list by Stage.
Most deals are not typed in by hand. When someone replies positively to a campaign, a teammate can turn that reply thread into a deal from the inbox, which carries the contact and the originating campaign onto the new deal automatically. Deals created this way start in the "prospect" stage. You can also add a deal manually with the New deal button, for opportunities that did not start over email, such as a referral or a conversation at an event. A manually created deal has no linked contact until one exists on the lead record.
Opening a deal (from the list, or its "Open deal workspace" link) takes you to a single page that pulls together everything tied to the same contact: meetings and their recordings, contracts and where they stand, tasks (including ones an AI extracted from a meeting), and a combined timeline of notes and audit events. The page also shows a "Next best action" line and, once a linked meeting has a transcript, an AI summary of that meeting.
Before you start
- You need a role with the "manage campaigns" permission to create a deal or change its stage (Settings > Roles shows permissions with this exact wording). A role without it can open the CRM list and a deal's workspace but cannot edit anything.
- Turning a reply into a deal happens from the inbox, not from /crm itself, and needs the "manage replies" permission there.
- A deal only shows a Company and a Contact once it is linked to a lead record. Deals added with the New deal button start unlinked.
Set it up, step by step
- Go to CRM in the left navigation (/crm).
- To add a deal by hand, click New deal in the toolbar. Enter a deal name, an optional value in dollars, and pick a starting Stage (prospect, meeting, proposal, contract_sent, won, or lost), then click Create.
- To create a deal from an email conversation instead, open the thread in the inbox and use its Create deal action. This links the deal to that contact and campaign for you.
- Click a row to open the drawer, then Open deal workspace — meetings, contracts, tasks → to see the full deal page.
- On the deal page, change the Stage dropdown to move the deal through the pipeline. Setting the stage to won or lost also stamps a close date on the deal.
- Use Create invoice on the deal page when you are ready to bill it. This opens a new invoice pre-filled with the deal.
- Use the Companies link next to the page title to see accounts instead of individual deals.
What you should see
The list loads with a Stage badge per row and a dollar value formatted with a thousands separator (deals with no value show a dash). The filter chips above the table let you narrow to one stage at a time. A deal with no meetings, contracts, or tasks yet shows a short empty message in each of those sections instead of an empty box. If a linked meeting has a transcript, the deal page shows an "AI deal summary (latest meeting)" card above the four sections.
Common problems
- New deal does nothing or the Stage dropdown throws an error. Your role does not have the "manage campaigns" permission. Ask an admin to check your role under Settings > Roles.
- A deal has no Company or Contact. It was created manually and never linked to a lead, or it came from a thread with no lead attached. There is no way to attach a lead to an existing deal from the UI today; create the deal from the reply thread instead so the link is made at creation time.
- Changing the stage did not seem to do anything else. If the deal is tied to a campaign and a lead, a stage change also re-routes that lead inside the campaign's automation branches. The visible effect (a new email queued, a task created) can show up outside the CRM page, in Automations or Tasks.
- The "Next best action" line looks generic. It is a fixed set of rules (contract out for signature, in proposal, meeting booked, or none of those) rather than an AI suggestion. It changes only when one of those conditions changes.
Related
Common questions
Why have a CRM inside the sending tool?
Because the reply is the moment the record should be created. Copying a positive reply into a separate system by hand is where most outbound pipelines lose their history.
Read next
Last updated September 19, 2026. Written by the team that operates the platform.