Pipeline board
On CRM → Opportunities, your deals are shown in columns by stage. Drag a card to another column to change the deal's stage.
Each column is a stage. A new company starts with Lead, Qualified, Proposal, Negotiation, Won and Lost. Admins can rename, reorder or add stages with the gear icon (Pipeline Settings).
How to use it
- Drag a card to another column to change its stage. If you drop it on the lost stage, you are asked for the reason.
- Click a card to open its details on the side, where you can change the stage or edit it; Open takes you to the deal's full page.
- Use the funnel icon to filter by Owner and Customer.
- Won and lost deals are hidden by default; the button at the end of the board shows them.
- On larger screens you can switch between the Board and List views.
The total value of the deals is shown at the top. Add a deal with New Deal: name, customer, value, currency, owner, expected close, source and description.