Documentation

Pipeline

Pipeline

Kanban view of every deal by stage with live dollar totals. Drag cards, filter by assignee or audience, and customize stages.

Pipeline board with stage columns and deal cards

Work the board

  1. Move deals

    Drag a card between stages (New → Qualified → Proposal → Negotiation → Won / Lost, or your custom set). Stage changes can trigger workflows.

  2. Open a lead

    Click a card or View lead details to edit value, notes, and follow-ups.

Filter the board

  1. By assignee

    Use the Assignee filter to focus on one rep’s deals.

    Pipeline filtered by assignee

  2. By audience

    Filter by Audience list (e.g. Hot Leads, Enterprise Pipeline).

    Pipeline filtered by audience list

Manage stages

  1. Customize stages

    Click Manage pipeline stages to rename, reorder, add, or remove stages for your sales process.

    Manage pipeline stages dialog

Tips

  • Keep Won and Lost as terminal stages so Analytics win rate stays accurate.
  • Use Date range on the board when reviewing a specific quarter.

Ready to get started?

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