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The pipeline is your sales board: each potential sale is an opportunity that moves through stages, from arrival to close. So you see at a glance where each customer stands. Your boards live under Pipelines, in the sidebar. Your agent creates opportunities automatically when it detects buying interest, and you can add them too.

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The board

When you open a pipeline you’ll see the Grid view: columns by stage, like New Leads, In Progress, Closed Won, and Closed Lost. To move an opportunity, drag it from one column to another.
1

Open a pipeline

Under Pipelines, choose the board you want to review.
2

Add or review opportunities

Use Add opportunity to record a new one, or open an existing one to see its details.
3

Move it through stages

Drag the card to the stage it belongs in as the sale progresses.

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Work faster

  • Switch between Grid view, List view, and Company view depending on what you need.
  • Filter by status: Open, Won, or Lost.
  • Select several opportunities for bulk actions like Move to stage or Assign to a team member.
Keep your board current. A tidy pipeline tells you where to focus and which opportunities not to let go cold.