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Pipeline Board

Pipeline Board in {{brandName}} — See every deal as a card moving through your stages — drag to advance, add opportunities, and filter the board to focus on what is in play.

The Pipeline Board is the visual heart of your sales process — every deal is a card sitting in a stage, so you always know what is in play and where it stands.

Use Add Opportunity to drop a new deal onto the board, linked to its contact and value, and drag cards between stages as they progress. Advanced Filters let you slice the board by stage, owner, or value to focus on exactly what matters right now. For a row-by-row, spreadsheet-style view of the same deals, switch to the List View.