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Core

Pipeline

Kanban view of every deal by stage with live dollar totals. Drag cards, filter by owner or audience, and customize stages.

Documentation

Pipeline

Work the board

  1. Move deals

    Drag a card between stages (New → Qualified → Proposal → Negotiation → Won / Lost, or your custom set). Stage changes can trigger workflows.

  2. Open a lead

    Click a card or View lead details to edit value, notes, and follow-ups.

Filter the board

  1. By owner

    Use the Owner filter to focus on one rep’s deals.

  2. By audience

    Filter by Audience list (e.g. Hot Leads, Enterprise Pipeline).

Manage stages

  1. Customize stages

    Click Edit stages to rename, reorder, add, or remove stages for your sales process.

Ready to get started?

Create your workspace, invite your team, and start closing deals in minutes.

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