Pipeline — Visual Deal Management
The pipeline is a Kanban-style board where each column represents a stage in your sales process.
Viewing the Pipeline
- Go to 🔀 Pipeline in the sidebar
- Each column shows deals in that stage, with count and total value
- Click any deal card to view its details
Drag and Drop
Move deals between stages by dragging a deal card and dropping it into a different stage column. The deal's stage updates automatically.
- When a deal is moved to a Won stage, the close date is set and notifications are sent
- When a deal is moved to a Lost stage, it's marked as closed-lost
- Moving a deal back to an open stage clears the close date
Deal Cards
Each card shows:
- Deal title and value
- Contact or company name
- Close probability percentage
- Expected close date (highlighted red if overdue)
- Assigned user initials
What You Can See
The Pipeline respects deal ownership. Sales reps see only their own deals, and the stage column totals are counted the same way — your headers show your numbers, not the whole team's. See Who Can See a Deal.
Multiple Pipelines
You can have multiple pipelines (e.g., "Sales Pipeline" and "Partner Pipeline"). Switch between them using the dropdown at the top. Manage pipelines in Settings → Manage Pipelines.