CRM
Work your sales pipeline
Move cards across stages with drag-and-drop and keep your whole pipeline up to date.
Your pipeline is a visual board organized by stage. It's the fastest way to see where your revenue stands and what to do next.
Pick your mode first
Your pipeline runs in one of two modes, and you see one or the other, not a switcher on the page:
- Sales Pipeline: where each card is a deal. Best when you work opportunities over time.
- Customer Journey: where each card is a contact. Best when people buy directly and you want to see where everyone stands.
You choose the mode during first-run setup, where the choice is labeled Sales Process versus Direct Purchase. To change it later, open Settings, go to Pipeline Mode, and pick Deals (B2B) or Journey (B2C). Switching does not delete anything: deals are simply hidden while you are in Customer Journey mode, and the other way around. The page heading tells you which mode you are in.
The board
Open Pipeline from the menu. Each column is one of your stages (for example: New Lead, Contacted, Qualified, Proposal, Negotiation, Won, Lost). In Sales Pipeline mode the board also shows the value in each stage and your total open pipeline value, so you can spot where things are piling up. A deal whose stage is not on your list shows in an Other stages column at the end, so nothing goes missing.
In Sales Pipeline mode the button on the page is Create Deal. In Customer Journey mode it becomes Add Contact.
Move cards with drag-and-drop
To advance something, drag its card from one stage to the next. The board updates instantly. On a phone or tablet, use the Move to... menu on the card instead. In Sales Pipeline mode that moves the deal's stage, and in Customer Journey mode it changes the contact's stage.
Moving a card can also start an automation. Build one on Pipeline Stage Changed and pick the stage under To stage, and it sends an email or creates a task each time a deal or contact lands there. See Configure your pipeline stages & automation.
Mark deals won or lost
When you close a deal, drag it to Won, or to Lost if it falls through. That marks the deal won or lost for you, so your reports count it. Closed deals stay in their column, but they no longer count toward your open pipeline value. If you closed one by mistake, drag it back to an open stage and it reopens. Each time a deal is won, any automation built on Deal Won runs, including a deal you reopened and won again. Likewise, a deal marked lost runs any automation built on Deal Lost.