Working deals on the pipeline
Move deals through stages, read the board, and open the deal page.
The Pipeline is a kanban board of your deals. Each column is a stage; each card is a deal. Working the pipeline means moving cards forward, keeping them current, and never letting one go stale.
Reading the board
Each deal card packs a lot into a small space:
- Deal name and company
- Value and the stage's win probability
- Owner avatar and the deal's age
- The next scheduled activity
- A score badge
- Attention dots — a red dot for overdue, a grey dot for stale
The summary strip above the board shows four numbers: total pipeline value, weighted forecast, how many deals need attention, and average time in stage.
Filtering the board
Above the board are several filter rows that stack together:
Open, Won, Lost, or All — filter by deal status.
Needs attention, Overdue, Due today, No action — each shows a red badge with its count so you can clear your queue fast.
Filter to one owner (or everyone), then sort by newest, oldest, value, score, or next activity.
Moving a deal forward
There are two ways to move a deal between stages:
- Drag the card to another column on the board.
- Open the deal and click a segment on its stage stepper.
Either way, the move is optimistic — the card jumps immediately, then saves in the background. A stage_changed event is written to both the deal's timeline and the contact's timeline ("Stage moved Cold → Lead").
The deal page
Click a card to replace the board with the full deal page. Up top is the deal name, company, value, and a stage stepper. Below are tabs:
| Tab | Use it to… |
|---|---|
| Overview | See the deal at a glance |
| Activities | Schedule and review calls, meetings, and tasks |
| Notes | Keep free-text notes |
| Files | Attach documents |
| Emails | See email history |
| History | Audit every change to the deal |
The right rail has a contact card with phone / email / WhatsApp shortcuts, a company card, and an editor for the deal's key fields.
Keeping deals healthy
A deal goes stale when nothing has happened on it for a while, and overdue when its next activity's date has passed. Both show as dots on the card and feed the Needs attention quick filter.
Creating a deal
Use the New deal button at the top right. Deals are also created automatically when a form submission is configured to do so — see Form integrations.
Next steps
Learn to log calls and meetings in Logging activities, or reshape your stages in Editing pipelines & stages.
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