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
Sales Stages
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.