The pipeline

A view of Deals, not a screen of its own

There's no separate Pipeline screen — it's the Deals screen's Board view, a toggle away from the List view. Same deals, same records, laid out as columns by stage instead of rows in a table.

Moving a deal by dragging it

Drag a deal's card from one column into another and it moves to that stage right away — the same change as editing its Stage field, just done with a drag instead of a form.

My deals

A My deals toggle narrows the screen down to the deals you own, in either view, so the board (or the list) isn't cluttered with everyone else's when you just want your own.

A total for every stage

Each column on the board carries a running total for the deals sitting in it, so you can see how much is where without adding it up yourself.

Or just ask, instead of dragging

Everything the board shows can be asked for in words instead — what's in a given stage, what's changed recently, or move a named deal to a different stage — and emily answers or makes the change the same way the drag would.

A tour of the pipeline board

Video coming soon

Where it works

Next: Pipeline stages

See pipeline stages for the stages themselves — what they're called, and who can change them.