Using the Pipeline View

The Pipeline View gives you a visual kanban-style board of all your deals, organized by stage. It is the fastest way to see where everything stands in your sales process and to move deals forward.

Navigate to: Deals > Pipeline (select a pipeline from the dropdown)

Understanding the Pipeline Board

Each column on the board represents a stage in your pipeline. Deals appear as cards within their current stage. Each card shows:

Deal title
Associated contact or organization
Deal value
Expected close date
Assignee avatar(s)

At the bottom of each column, you can see the total value of all deals in that stage.

Switching Between Pipelines

If your organization has multiple pipelines (e.g., New Business, Renewals, Upsell):

Click the Pipeline dropdown at the top of the page.
Select the pipeline you want to view.

Moving Deals Between Stages

Drag and drop: Click and drag a deal card from one column to another to update its stage instantly.

From the deal detail: Open the deal, click on the Stage field, and select the new stage.

Filtering the Pipeline View

Use the Filter button to narrow down which deals are shown:

Assignee
Label
Expected close date range
Value range
Source channel
Custom fields

Filters apply to both Table View and Pipeline View.

Opening a Deal

Click on any deal card to open its full detail view, where you can:

Edit all deal fields
Add activities, notes, and emails
View the full change log
Link to projects

Adding a Deal Directly from the Board

Click the + button at the bottom of any stage column to create a new deal that starts in that stage.

Marking a Deal as Won or Lost

Open the deal.
Change the Status field to Won or Lost.
The deal will be marked accordingly and removed from the active pipeline view.

Won and lost deals remain in the system for reporting purposes and can be filtered for in the table view.

Archiving Deals

If a deal is not Won or Lost but is no longer being actively pursued:

Select the deal(s).
Click Archive from the actions menu.

Archived deals can be restored at any time.

Tips for Using the Pipeline View Effectively

Review your pipeline regularly — A weekly review of the board helps catch stalled deals early.
Watch for old expected close dates — Deals with past-due close dates in early stages need attention.
Use filters to focus — Filter by assignee during 1:1s with sales reps to review their specific pipeline.
Keep stages moving — A deal that hasn't changed stage in 30+ days likely needs action or should be lost.