Pipeline

See every deal by stage and move leads by dragging.

The board

Leads → Pipeline shows a column for every stage with the newest leads in it. The number at the top of each column is the total.

• Drag a card to another column to change its stage. For a "Lost" stage you are asked for the reason.
• Managers can show one team member's leads with the menu at the top right.
• Click a name to open the lead.

Stages

Admins set the stages in Settings → Stages: name, colour, order and type. A Won stage counts as a sale in the reports; a Lost stage asks for a reason.