How to Manage Your Pipeline

Move deals through stages, and see exactly how long each one sat where.

Open the pipeline board. Your pipeline shows every deal as a card in its current stage — each stage column's header shows its name and win probability (for example, a "Won" column sits at 100%), so you can read the shape of your pipeline at a glance.
Drag a deal to move its stage. Drag a deal card to a new column to move it forward (or back) a stage.
Or update it from the deal detail view. Open a deal and use its numbered stage stepper to move it — the same change reflects on the Kanban board.
Check the stage-history timeline. Every stage move is recorded with a timestamp on the deal, so you can see exactly how long a deal sat in each stage.
Find a specific deal fast. Use the board's search box to filter cards by deal name, company, or owner, or narrow the board with the Owner, Source, and Priority filters above it.

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