Click any deal on the Pipeline board to open its record. The header has the stage, a link to their LinkedIn profile, the next meeting if one is booked, and Remove from pipeline.
Tabs
| Tab | What's in it |
|---|---|
| Conversation | Every touchpoint in one timeline, and a box to send a message or email |
| Profile | Enriched details: role, company, company size, skills, about |
| Meetings | Calendar meetings and Granola notes with this person (Meetings and notes) |
| Nurture | Their recent LinkedIn posts, with a Reply button that drafts a comment |
| Notes | Your notes. Pin the important ones. |
| Tasks | Follow-ups linked to this deal (Tasks and reminders) |
| Details | Deal name, value, currency (GBP, USD, EUR, AUD or CAD) and expected close date |
The conversation timeline
Newest first, the timeline shows LinkedIn messages, emails, connection invites sent and withdrawn, profile views and post likes from your campaigns, your comments on their posts, notes, tasks, stage changes and meetings. Click Sync now to pull the latest LinkedIn messages.
Sending from the deal
Choose LinkedIn or Email, write your message (and a subject for email), and send. Email needs a connected mailbox and an email address for the contact. If they emailed you recently, your reply goes in the same thread.
AI follow-ups
Click Suggest follow-up and Ghost writes three drafts. Each one uses the whole conversation, any meetings and their next steps, the deal stage, how long it's been since you last spoke and your voice, and comes with a one-line reason it fits now. Pick one, edit it, send it.
Queued replies
Sometimes the right move is to follow up later: "try me next quarter". Pick a draft and choose Queue for later instead of sending.
- Quick picks: 1 week, 1 month, 3 months or next quarter, sent at 09:30. Or choose your own time (at least 5 minutes ahead).
- One queued reply per person.
- If the prospect asked to reconnect later, Ghost suggests the date for you.
Ghost checks before it sends. If they've replied, you've messaged them, a call has been booked or the deal is closed, the queued reply doesn't go. If Ghost isn't sure, it holds the message and asks for your OK. Queued replies show as Queued or Needs your OK on the board, and you can edit or cancel them any time.
Closing a deal
Move the deal to Won or Lost and Ghost asks what closed it, or why it was lost. The close date is recorded automatically. Won deals count toward Won this month and Where revenue comes from on the dashboard.