Deals 2.0 is a redesign of SetSail’s pipeline management page. The redesign included several new features that incorporated improvements in our CRM Writeback product (like enriched contacts and upcoming activities) as well as 80/20 solutions to previously reported usability and dataviz issues.

With the Deals page, sales teams are able to:
  • Know exactly what’s happening in every deal and how to move them forward.
  • Measure opportunity and account health according to the signals and milestones that matter most.
  • Get the full context on every deal with visibility into each activity, contact, and internal stakeholder.

Role: Product Designer

Tools + Methods: Figma, Data visualization

Status: Shipped


◌ Under construction. Check back shortly for updates! ◌

Copyright © 2023 Jacqueline Wu