Are bulk delete actions on Deals permanent or reversible?
Bulk deletes are permanent and cannot be reversed.
Are there permission restrictions on who can perform bulk actions on deals?
Yes, only users with appropriate roles and permissions in your workspace can perform bulk deal actions.
Can each deal have its own stage and value?
Yes, each deal is tracked independently with its own pipeline stage, value, and notes.
Can I add leads directly in the pipeline?
Yes, you can! Just go to your pipeline, and you’ll see a plus (+) icon in each pipeline stage, like the one in your screenshot.
Can I add more than one deal to the same lead?
Yes, you can add multiple deals under the same contact or company profile.
Can I add or remove tags from multiple deals at once?
Yes, you can add or remove tags from multiple deals at once.
Can I assign multiple deals to a specific owner or team member at once?
Yes, after selecting multiple deals, you can assign them to an owner or team member via the bulk action options.
Can I automate bulk deal updates through integrations?
Some integrations support deal updates, but bulk automation depends on the connected app’s capabilities.
Can I export or import data for multiple deals at once?
Yes, you can select multiple deals to export or import data.
Can I see past deals I've added?
Yes! Under Recent Deals, you’ll see a list of previously created deals for easy reference or reuse.
Can I use this integration to track conversation insights across deals?
Yes, integrating Fireflies.ai with Breakcold lets you automatically sync meeting transcripts, summaries, and action items directly to your deals.
Can I view both video and text transcripts inside a lead or deal?
Yes, you can! Both video and text transcripts are stored under the Meetings section, which you can find on the profile page of the lead, company, or deal.
How can I add a deal to the pipeline?
Yes, you can! Go to the pipeline where you want to add the deal.
How can I check when a lead was added to the pipeline?
Yes, you can check this in the Lead Activity section.
How can I delete multiple deals at once?
After selecting the deals, a bulk action menu will appear at the bottom.
How can I edit the tag on my existing deals?
Just click on the tag, hover over it, and an ellipsis (three dots) will appear.
How do I change the status of multiple deals in one go?
You can update the deal stage for multiple deals by selecting them and choosing the desired stage in the bulk action menu.
How do I generate reports based on multiple selected deals?
You can filter your deals, then export them or view analytics based on those filters.
How to Add a Deal in Breakcold
You can add a deal in two easy ways: 1. From the Deals section Click “Deals” on the left menu.
How to Change Currency in Your Sales Pipeline
How to Change Currency in Your Sales Pipeline Click the $ icon in your pipeline view to change the currency.
How to Customize Your Pipeline
How to Customize Your Pipeline Drag and drop columns to rearrange the order of your stages.
How to Identify or Set the Status Type in Your Pipeline
How to Identify or Set the Status Type in Your Pipeline When editing your pipeline stages, you’ll see a status type selector or label next to each stage.
How to Use the Sales Pipeline
Quick Summary You can create unlimited sales pipelines each list = one pipeline Leads can be added as People or Companies A single lead can be in multiple pipelines at once The…
Is the Multiple Deals feature available to all users or only on certain plans?
The Multiple Deals feature is available to all users on all plans
Is the multiple deals feature still in beta?
Yes, the multiple deals feature is still in beta.
Is there an undo option if I accidentally delete multiple deals?
No, deletion is permanent and cannot be undone.
What are the bulk functions available in the pipeline?
What are the bulk functions available in the pipeline?
What is a Deal in Breakcold?
In Breakcold, a deal represents an opportunity you’re tracking in your sales pipeline, such as a potential sale, partnership, or project.
What is Lead Chance of closing (%) in the pipeline?
Lead Chance of Closing (%) in Breakcold shows how likely a lead is to become a customer.
What Is Pipeline Analytics?
What Is Pipeline Analytics? Pipeline Analytics in Breakcold gives you a clear view of your sales funnel performance.
What is the Multiple Deals feature?
It lets you track more than one deal under the same lead or company.
Where can I create and customize my deal attributes or properties?
You can manage them by going to Settings Deal, or just click here: https://app.breakcold.com/settings/data/contract
Pipeline shows leads grouped by stages in a Kanban view, not in a table or tabular format.
Why would I need multiple deals for one contact?
For handling separate opportunities like different products, services, or timelines with the same lead or company
Will bulk changes on deals trigger notifications?
Not at the moment. Bulk changes don’t send notifications, but all events are recorded in the activity section for your review.
Will this affect my current pipeline setup?
No, it will add flexibility but won’t interfere with your existing deals or pipeline structure.