Deal Pipeline Overview

Deal Pipeline

The pipeline view shows your deals grouped by stage. Drag cards between columns to move a deal forward through your sales process.

Pipeline Stages

Default stages are: Lead → Qualified → Proposal → Negotiation → Closed Won / Closed Lost. Customise stages from CRM → Settings → Pipeline.

Deal Cards

Each card shows the deal title, value, company, and expected close date. Click a card to open the full deal detail view.