Questions about Dealboard.

A lead is new inbound interest that you have not decided to work yet. A deal is something you have chosen to track in your pipeline.

Leads stay in your Leads inbox until you take action. You can reply, promote the lead to a deal, mark it as not a fit, or mark it as junk.

Promoting a lead creates a new deal and carries over the contact details and original message, so you can keep working it in your pipeline.

This keeps your pipeline focused on real opportunities instead of every form fill, email, or cold inquiry.

Leads can reach Dealboard in three ways:

1. Embedded form — add a Dealboard lead form to your website.
2. Hosted form link — share a standalone link in your email signature, LinkedIn bio, sales materials, or anywhere else.
3. Inbound email — forward a sales inbox, like sales@yourcompany.com, to your board's unique Dealboard email address.

All three feed into the same Leads inbox.

Go to Board Settings → Lead Capture, copy the embed code, and paste it into your website.

It works with most common website builders and CMS tools, including WordPress, Webflow, Squarespace, and plain HTML sites.

The form is designed to blend into your site by using your existing fonts and styles where possible.

Yes. Every board has a hosted lead form link.

You can share it anywhere, including your email signature, LinkedIn profile, social posts, sales materials, or a simple Contact us button.

Leads submitted through that link go into the same Leads inbox as your embedded form submissions.

Each board gets a unique inbound email address.

Set up a forwarding rule from your sales inbox to that address. When someone emails your sales inbox, Dealboard creates a new lead with the sender's name, email address, subject, and message.

This works with any email provider that supports forwarding, including Gmail, Google Workspace, Outlook, Microsoft 365, and others.

You can take four main actions:

• Reply — start a response using your email program.
• Promote to deal — move the lead into your pipeline.
• Not a fit — close out a legitimate lead that is not a good match.
• Junk — remove spam, test submissions, duplicates, or irrelevant messages.

This helps you keep your Leads inbox focused on leads that still need a decision.

Dealboard has extra shortcuts for Gmail, but you can use it with any email program.

You can mark it as Not a fit or Junk.

Use Not a fit when the lead is real, but not right for your business.

Use Junk when the submission is spam, irrelevant, a duplicate, or otherwise not worth keeping in your active workflow.

Either way, the lead leaves your inbox so you can focus on new leads that still need attention.

Email templates are reusable replies for common lead and deal emails.

Templates can include tokens like {{first_name}} and {{company}}, which are automatically replaced with the lead or deal details.

If you use Gmail, Dealboard can open Gmail with the subject and body already filled in. If you use another email program, you can still use the template text in your normal email workflow.

Dealboard helps prepare the email. You review it and send it yourself.

Yes. New workspaces include starter templates for common lead responses, including:

• Interested — schedule a call
• Need more information — ask discovery questions
• Not a fit — polite decline

You can edit, duplicate, or delete them from Settings → Templates.

No. Dealboard never sends email for you.

Dealboard helps you prepare a response, then you send it from your own email program.

Gmail users get extra convenience: Dealboard can open Gmail with the email already pre-filled. For other email programs, you can still use the template content and send from your normal inbox.

Even with the optional Gmail sync connected, Dealboard is strictly read-only — it never sends, replies, or changes anything in your mailbox.

Yes. Connect Gmail and Google Calendar — read-only — from Settings → Integrations.

The latest email for each contact appears on the matching deal and lead (subject and a short preview, never the full message body), and your upcoming and past meetings surface there too.

Your Leads inbox also shows conversation status at a glance: which leads are waiting on you, and which are waiting on them.

The sync is scoped to your own workspace and can be disconnected anytime.

If you use Gmail, yes. Dealboard can open Gmail with a pre-built search for that contact.

From a deal, click Search mail to see related emails between you and the contact in Gmail.

If you use another email program, you can still use the contact details in Dealboard to search your inbox manually.

Yes, using the API.

You can enrich a lead with details like a summary, score, notes, or attachments. That information appears in the lead detail view.

You can use your own scoring system, an enrichment provider, or an AI workflow. Dealboard displays the enrichment without forcing you into a rigid scoring model.

Deals with no activity for a while get a cold badge on the card, showing how long they've sat idle.

You choose how many idle days counts as cold in board settings, and you can filter the board to just the cold deals to see exactly what needs a nudge.

Yes. Filter by owner, deal value, keyword, or cold state — the filters combine — and hit / or ⌘K to jump straight to any deal or lead.

Dealboard remembers your filters per board, so it opens the way you left it.

Yes. Each deal has a main contact plus room for additional contacts — name, title, email, phone, and LinkedIn — so multi-threaded deals keep everyone in one place.

Yes. Each board can be set to one of several supported currencies, and amounts format correctly everywhere — on cards, in reports, and in exports.