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.
