Drag, drop, and watch every deal move.
The pipeline board lays every active deal out across six stages — New Deal, Initial Discussion, Lead Qualified, Proposal Sent, Negotiating and Deal Won. Drag a card to change its stage, filter by assigned staff, status or activity, and spot stale deals instantly: any card with no activity in 7+ days gets an automatic warning icon.
- Drag-and-drop stage changes
- Filter by staff, status and activity
- Automatic stale-deal warnings
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