Manage the Sales Pipeline

Managing the Sales Pipeline

1. Open CRM → Pipeline to see the kanban view.
2. Drag a deal card left or right to move it to a different stage.
3. Click a card to open the deal detail panel and update notes or close date.
4. To rename or reorder stages, go to Settings → CRM → Pipeline Stages.
5. Use the filter bar to narrow the board by owner, value range, or close date.

Where to go next

• Understand the whole module → How CRM & Sales Works
• Next in this module → Send a Proposal
• Log an Activity
• Using the Quote-to-Cash Pipeline
• See where this fits in the bigger picture → How a Lead Becomes Cash