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Sales Pipeline

Kanban board of deals by stage: column totals, deal cards, and deal card with activity and email.

Sales Pipeline is a Kanban board for your deals: each column is a stage, and each card is a client deal.

Where to find it

CRM & Contacts module → Sales Pipeline (/crm/pipeline).

Sales Pipeline

Board

  • If there are multiple pipelines in the workspace, use the pipeline switcher at the top;
  • Search by deal name or contact details (name, email, company, phone);
  • Each column is a stage: name, color marker, number of deals, and total amount for the column;
  • The deal card shows the name, amount, company/contact name, source (label: 3D widget, store, registration form, etc.), and how many days the deal has been in this stage;
  • Drag and drop a card to another column to change its stage.

Creating a deal

Click the "Deal" button → deal name, amount, currency, initial stage, contact (select an existing one or create a new one directly in the form) → "Create Deal".

Deal card

Clicking on a card opens a side panel:

  • Amount and expected close date — can be edited directly here;
  • Pipeline stage — can be changed from the list, not just by dragging;
  • "Activity" tab — notes, calls, tasks, meetings; tasks can be marked as completed;
  • "Email" tab — send an email to the contact directly from the deal card;
  • Delete deal (along with activity history).

Pipeline and stage settings

The gear icon at the top leads to CRM Settings — where new pipelines and stages are created, and the AI sales agent for new leads is enabled.

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