What Dealy can do for you

Dealy is meant to do the work, not describe it. If you ask it to create something, it creates it. Asking it "how do I add a contact" gets you the steps; telling it "add Jane Holm at NordicTech as a contact" gets you the contact.

The things it is genuinely good at:

• Finding and reading: pull up a record, summarise what has happened with a customer, tell you what is overdue, find the people at a company.
• Creating and updating: customers, contacts, leads, opportunities, activities, notes and subscriptions, including in batches. Ask Dealy to move an activity date or time, change an opportunity or quote closing date, update text or a dropdown, tick a checkbox, or change a custom field. It can look up field names, choices and whether fields are hidden from the sidebar. Updating one custom field preserves the others. Your normal editing permissions apply.
• Scheduling: add an event to your DealJourney calendar with a date, time and duration. This creates an internal calendar event; it does not itself send an external calendar invitation.
• Moving deals along: change a stage, mark an opportunity won, convert a lead into a customer and an opportunity.
• Building things you would otherwise build by hand: a saved view, a custom report, a custom field, a workflow automation. - Automations use your real stages. Name a stage the way you see it on screen, in your language, and Dealy saves the stage it really is. If your pipeline has no stage by that name, Dealy says so, lists the stages you do have and asks which one you mean, so it never saves a rule that cannot run. Before saving, it also tells you about automations you already have that do something similar, and asks whether to replace them (they are switched off, not deleted) or keep both. - Changing a report changes that report. Ask Dealy to change a report and it edits the one you have rather than making a copy. It will not drop a filter you did not ask to remove, and if a change would leave the report exactly as it was, it tells you instead of saying it was changed.
• Follow-ups: "log a call with Acme, follow up Tuesday" saves the note and creates a task on the customer due Tuesday, assigned to you. That task is the reminder. Leads cannot carry one, so Dealy tells you when no reminder was set.
• Finding teammates: use a name or login email when assigning an automation or choosing notification recipients. Dealy checks active workspace members; you do not need to find an internal user ID.
• Checking automations: ask why a rule is not working. Dealy can inspect its trigger, actions and recent execution history without running it. See A rule is not firing.
• Comparing sellers' best days: ask for each current seller's best sales day. Dealy sums won-deal amounts by close date and primary responsible seller, then finds the highest day for each seller. It keeps currencies separate and uses only records you can access. You can give a date range; otherwise it uses all recorded history through today. Sellers without matching sales are omitted; if several dates tie, the earliest is shown. This is an answer in chat, not a saved custom report.
• Support cases: list a customer's open cases or everything waiting on your team, open one, log a new one, change its status or who has it, and add an internal note. Dealy can draft a reply to the customer, but it only sends it after you approve the exact text.
• Offers and contracts: draft an offer from a deal using one of your templates, check its status, totals and who has signed, and ask a colleague to approve it. Sending it for signature always waits for your approval.
• Projects: list your projects, summarise how one is going, see every task in it (not only your own), and create a project or change its status, owner or dates.
• Email: draft a reply or a brand-new email, and send it once you approve it. Dealy can also find a specific email, such as the last one from a contact about pricing.
• Writing: write up a call, write knowledge base articles.
• Explaining DealJourney: how a feature works and where to find it, from the official documentation rather than from guesswork.
• Researching companies: public web research on a prospect or market, in research mode.

Worth knowing:

• Start from the suggestions. An empty Dealy chat shows a rotating set of things it can do, with the ones that fit the page you are on pinned at the top. Picking one writes the request into the box for you, so you can edit it before sending.
• Ask for the outcome, not the instructions. "Filter opportunities to project 1980 and save it as a view" is a better request than "how do I filter opportunities".
• Attach the record you mean. If you are looking at a customer, Dealy knows that is the one you mean, so "add a note here" works.
• It will ask when the answer changes what it does: which of two same-named customers, what the report should measure. It should not ask for permission to start.