Overview
The Pipelines tab provides a visual way to track deals (sales opportunities) through your sales process. Whether you prefer a drag-and-drop Kanban board or a sortable table view, pipelines help you monitor deal progress and forecast revenue.Pipelines are customizable—create multiple pipelines for different sales processes like “Service Sales”, “Enterprise Deals”, or “Renewals”.
Pipeline Views
Toggle between two views using the buttons in the toolbar:- Kanban View
- Table View
A visual drag-and-drop board where:Best for: Visual pipeline management, daily deal reviews, quick stage updates
- Each column represents a pipeline stage
- Each card represents a deal
- Drag deals between columns to update their stage
- Column totals show aggregate deal value per stage
- Multi-select deals with Ctrl/Cmd+click for bulk moves
Working with Deals
Creating a Deal
1
Click Add Deal
In Kanban view, click + Add deal in any stage column, or click Add Deal in the toolbar
2
Enter Deal Information
Fill in the deal form:
Descriptive name for the opportunityExample: “Acme Corp - Annual Service Contract”
Estimated deal valueExample: $25,000
Which pipeline this deal belongs to
Current position in the pipeline
Organization this deal is with
Primary contact for this deal
Team member responsible for closing
Anticipated close date
3
Save
Click Create to add the deal to your pipeline
Deal Statuses
Every deal has a status indicating its outcome:| Status | Description | Visual |
|---|---|---|
| Todo | Active opportunity in progress | Default state |
| Won | Deal closed successfully | Green indicator |
| Lost | Deal did not close | Red indicator |
| Abandoned | No longer pursuing | Gray indicator |
Status is different from stage. Stage is position in the pipeline (e.g., “Qualified”). Status is the outcome (e.g., “Won”). A deal can be in any stage with any status.
Moving Deals
In Kanban View:- Click and drag a deal card to another column
- Drop it in the target stage
- Deal position updates automatically
- Hold Ctrl (Windows) or Cmd (Mac)
- Click multiple deals to select them
- Drag any selected deal to move all at once
- Badge shows “+X more” during drag
- Select the deal row
- Use the Stage dropdown in the row or bulk actions
- Choose the new stage
Deal Cards
Each deal card in Kanban view shows:- Deal name (clickable to edit)
- Value in your currency
- Status badge (Todo, Won, Lost, Abandoned)
- Account name if linked
- Contact name if linked
- Stage dropdown for quick changes
Bulk Operations
Select multiple deals (checkbox in Table, Ctrl+click in Kanban) to:Update Stage
Move all selected deals to a specific stage
Update Status
Set all selected deals to Won, Lost, or Abandoned
Delete Deals
Remove all selected deals (with confirmation)
Export Selected
Export just the selected deals to CSV
Managing Pipelines
Opening Pipeline Manager
Click Manage Pipelines in the toolbar to open the Pipeline Manager dialog.Creating a Pipeline
1
Click Create Pipeline
Opens the new pipeline form
2
Enter Pipeline Name
Give your pipeline a descriptive nameExamples: “New Business Sales”, “Renewal Pipeline”, “Enterprise Deals”
3
Add Description
Optional explanation of what this pipeline tracks
4
Save
Pipeline is created (empty—add stages next)
Adding Stages
1
Select Pipeline
Choose which pipeline to add stages to
2
Add Stage
Enter the stage labelCommon stages:
- Lead / New
- Contacted
- Qualified
- Discovery
- Proposal Sent
- Negotiating
- Closed Won
- Closed Lost
3
Repeat
Add all stages for your sales process
Reordering Stages
Use the up/down arrows next to each stage to change its position. Stage order determines the left-to-right flow in Kanban view.Renaming Stages
Click the edit button next to a stage to update its label. Deals in that stage are preserved.Deleting Stages
Click the delete button next to a stage to remove it.Switching Pipelines
If you have multiple pipelines, use the pipeline buttons at the top to switch between them. Each pipeline shows only its own deals.Pipeline Strategy
Recommended Pipeline Stages
- Service Business
- B2B Sales
- Renewals
Simple pipeline for appointment-based services:
- Inquiry - Initial contact/inquiry received
- Consultation Scheduled - Meeting booked
- Proposal Sent - Quote or estimate provided
- Decision Pending - Waiting for response
- Won - Service booked/purchased
- Lost - Did not proceed
Best Practices
Keep Pipelines Focused
Keep Pipelines Focused
Create separate pipelines for different sales processes rather than one large pipeline:Good: “New Customer Sales”, “Renewals”, “Upsells”Avoid: One pipeline with stages for everything
Limit Stage Count
Limit Stage Count
5-8 stages is optimal. Too many stages:
- Clutters the Kanban view
- Creates confusion about where deals belong
- Makes reporting harder
Update Deals Promptly
Update Deals Promptly
Move deals as soon as their status changes:
- After a call? Update stage if appropriate
- Proposal sent? Move to “Proposal” stage
- Deal lost? Mark as Lost immediately
Review Pipeline Weekly
Review Pipeline Weekly
Set a weekly cadence to:
- Review all deals in each stage
- Follow up on stalled deals
- Update expected close dates
- Mark abandoned deals
Track Deal Values
Track Deal Values
Always enter deal values when known:
- Enables accurate revenue forecasting
- Shows pipeline value per stage
- Helps prioritize high-value deals
Export & Reporting
Exporting Deals
Click Export CSV to download deal data including:| Column | Description |
|---|---|
| Deal Name | Name of the opportunity |
| Account | Linked organization |
| Contact | Primary contact |
| Value | Deal value |
| Currency | Currency code (USD, etc.) |
| Stage | Current pipeline stage |
| Status | Todo, Won, Lost, Abandoned |
| Expected Close | Anticipated close date |
Pipeline Metrics
The Kanban view automatically shows:- Total value per stage in column headers
- Deal count per stage (number of cards)
- Pipeline totals across all stages
Advanced reporting dashboards are coming soon, including conversion rates, velocity, and forecast accuracy.