How to Manage Your Pipeline

Move deals through stages, and see exactly how long each one sat where.

  1. Open the pipeline board. Your pipeline shows every deal as a card in its current stage — New, Contacted, Negotiating, Won, and so on.
  2. Drag a deal to move its stage. Drag a deal card to a new column to move it forward (or back) a stage.
  3. Or update it from the deal detail view. Open a deal and use its stage stepper to move it — the same change reflects on the Kanban board.
  4. Check the stage-history timeline. Every stage move is recorded with a timestamp on the deal, so you can see exactly how long a deal sat in each stage.

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