Product

Pipeline

The Pipeline page gives you a visual overview of all your deals, showing where each opportunity stands across your custom sales stages — from first contact through to won or lost.

Key Features

Kanban Board: See all deals organized in columns by stage, with each column showing deal count and total value
Drag & Drop: Move a deal to a new stage by dragging its card to the target column — the change saves automatically
List View: Switch to a compact table view grouped by stage, showing deal name, account, type, value, created date, event date, and priority
Summary Stats: Four cards at the top show Pipeline Value, Active Deals, Won This Month, and Win Rate (last 90 days). Click any stat card to filter the board to that segment — click it again to clear the filter
Toolbar Total: A running total reflects the estimated value of all deals currently visible after any filters are applied
Quick Add Lead: Click New Lead to add a deal — include name, account (select existing or create new on the spot), contact details, estimated value, type, event date, and notes
Quick View: Click any deal card to open a detail panel showing account, contact, dates, estimated and contracted values, payment progress, recent activity, and a stage selector. A Full Edit link opens the complete project editor
Mark Won / Mark Lost: Trophy and X buttons appear on each card and in Quick View. Marking a deal won moves it to your Won stage and automatically upgrades the account from prospect to client
Log Contact: In the "Contacted" stage, a Log Contact button appears on each card. Record the contact method (phone call, email, meeting, SMS, or follow-up) and an optional note. A badge shows the total number of contact attempts made
Age Indicators: Cards show a color-coded age badge — green for deals up to 3 days old, through red for deals older than 30 days — so stale opportunities are easy to spot
Priority Badges: Cards display priority (Urgent, High, Normal, Low) as a colored badge — urgent deals are highlighted in red
Filters: Narrow the board by account, deal type, or priority; search by deal or account name
Financial Progress: Each card shows the estimated value and a payment progress bar
Custom Stages: Click the gear icon to add, rename, reorder, and color-code your pipeline stages. Each stage maps to a project status, and one stage can be flagged as your Won stage

How to Use

Open Pipeline from the sidebar to see your Kanban board
Review the summary cards at the top for a quick health check — click a card to filter the board to that segment
Click New Lead to add a deal — fill in the name, account, and any available details
Drag a deal card from one column and drop it into the next stage to advance it
Use the Account, Type, or Priority filters — or the search box — to focus on specific deals
Click any card to open Quick View — review deal details, change the stage, see recent activity, or click Full Edit for the full project editor
In the "Contacted" stage, click Log Contact on a card to record a call, email, meeting, SMS, or follow-up attempt
Click the trophy icon to mark a deal won, or the X to mark it lost (you can add a reason for losing)
Click the gear icon to manage your stages — add, rename, reorder, set colors, designate a Won stage, and set the default entry stage

Tips

Pipeline Value only counts active deals (not completed or cancelled), so it always reflects real open opportunities
Win Rate is calculated over the last 90 days — focus on recent activity to see the most meaningful trend
Won This Month counts deals that moved to contracted status within the current calendar month
Recently won deals stay visible on the board for 30 days so you can reference them before they move off
Set one stage as Default so new leads always land in the right column automatically
Age badges turn red for deals older than 30 days — use them to identify deals that need follow-up
You must keep a minimum of 2 stages; stages with active deals must have those deals reassigned before the stage can be deleted

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