Track deals on the pipeline

Every new conversation lands at the top of the first column of your pipeline. As the customer gets closer to buying, you move it along.

Move a conversation

Drag its card to another column. You can also change the stage from inside the conversation, with the pipeline button at the top.

Add the deal value

Click Edit on a card to open Edit deal info. Add a title, an amount and a currency. The board adds up the amounts, so you can see what's at stake.

Change the columns

Click Add stage to add a column. Use a column's menu to rename it, move it or delete it. If you delete a column that still has conversations in it, you choose where they go first.

Work with many cards

Click Select, tick the cards, then move them to another stage or take them off the board. Taking a card off the board doesn't delete the conversation.