Documentation Index
Fetch the complete documentation index at: https://docs.ospribrain.com/llms.txt
Use this file to discover all available pages before exploring further.
Pipeline Views
Kanban View
Deals displayed as cards in stage columns. Drag cards between columns to update stages.List View
Deals in a sortable table with columns for title, value, stage, close date, and more.Pipeline Modes
Toggle between Pre-Lead and Sales pipelines using the mode selector.Pre-Lead Stages
| Stage | Description |
|---|---|
| Responded to Email | Initial contact made |
| Jeremy Intro’d | Introduction made by team |
| Scheduling | Setting up a meeting |
| Active Opp | Active opportunity being pursued |
| Graveyard | Dead or dormant leads |
Sales Stages
| Stage | Description |
|---|---|
| Lead | New lead identified |
| Qualified | Lead meets qualification criteria |
| Proposal | Proposal sent |
| Negotiation | Terms being negotiated |
| Won | Deal closed successfully |
| Lost | Deal lost |
Custom Stages
Each stage has configurable:- Color — Visual identifier in the kanban
- Probability — Default win probability for deals in this stage
- Tooltip — Description shown on hover
Alex’s screenshot note: Take a screenshot of the kanban view showing deal cards organized across 3-4 stage columns with different colors.