Pipeline & stages: drag deals to close

The Pipeline view turns your lead list into a Kanban board. Each column is a pipeline stage, each card is a lead, and moving a lead is as simple as dragging the card from one column to another. It's the fastest way to see, at a glance, where every deal stands.

The default stages

A fresh account starts with six stages: New → Contacted → Qualified → Proposal → Won → Lost. The Won column computes your pipeline value automatically (the value of all won deals), and each card is color-coded by the lead's score so hot leads stand out at a glance.

Move a lead between stages

1. 1Open the Pipeline view.
2. 2Click and hold a lead card and drag it to another column.
3. 3Release — the lead's status updates immediately and the new stage is saved to the record.
4. 4Watch the Won column's total update as deals cross over.

Customize your stages

1. 1Open Pipeline settings from the Pipeline view.
2. 2Add a new stage with a name and pick a color for the column.
3. 3Drag stages in the settings list to reorder them — the board updates to match.
4. 4Rename or recolor any stage, or delete one you no longer need. Deleting a stage reassigns leads that were in it.

Stage changes are the backbone of your sales process, so matching them to how you actually sell (for example, adding a 'Demo booked' stage between Qualified and Proposal) makes the board far more useful than a generic funnel.

Next steps

• Understand the leads behind the cards.
• See each deal's full history in the detail drawer.
• Set up rules that score and route leads.