Work your sales pipeline
Move deals across stages with drag-and-drop and keep your whole pipeline up to date.
Your pipeline is a visual board of every open deal, organized by stage. It's the fastest way to see where your revenue stands and what to do next.
The pipeline board
Open the Pipeline from the menu. Each column is a stage (for example: New Lead, Contacted, Qualified, Proposal, Negotiation, Won, Lost) and each card is a deal. The board shows the value in each stage so you can spot where deals are piling up.
Move deals with drag-and-drop
To advance a deal, drag its card from one stage to the next. Moving a deal updates it instantly, and a stage change can trigger automation, like sending a follow-up email or creating a task. See Configure your pipeline stages & automation.
Mark deals won or lost
Drag a deal to Won when you close it (it counts toward revenue) or Lost if it falls through. Keeping this current makes your dashboard and reports accurate.
Two views of your pipeline
The Pipeline has two modes. Deals shows your deal cards by stage with the total value in each column. Journey shows your contacts grouped by where they are in your process, so you can see who's moving toward a sale.