Use the pipeline board

The pipeline board shows every open deal as a card, in a column for each stage. Moving a card to the next column is how you record progress, and the totals at the top of each column show what each stage is worth.

Steps

1. Open CRM. The Overview shows the open pipeline, the weighted forecast (value × probability), what you won this month, your win rate and the follow-ups due today.

   

2. Open the Pipeline tab. Each column is a stage, with its probability, the total value of its deals and how many there are.

   

3. Read a card. A card shows the deal, the company, the expected value and the salesperson's initial. A red dot means a follow-up activity is overdue.

   

4. Drag a deal to the next stage. Pick up a card and drop it in another column. It is saved at once, and the deal takes the probability of its new stage.

   

5. See won and lost deals. Click Won or Lost above the board for a list of closed deals. Lost deals show the reason.

   

6. Only your deals. Click Only mine to see just the deals where you are the salesperson. Click it again to see everyone's.

   

Tip Click any card to open the deal, plan the next call or meeting, and mark it as won or lost.

Good to know

• + Add deal at the bottom of a column starts a new deal already in that stage.
• On a phone, drag is awkward: open the deal and click the stage in the bar at the top instead.
• Won and lost deals leave the board. Reopen on a closed deal puts it back.