Pipeline (Kanban)

See open deals as cards in stage columns and drag a card to move the deal to the next stage.

The pipeline board shows every open deal as a card in its stage column. Drag a card to the next column as the sale moves forward.

Before you begin

• Add your deals first. See Deals.
• Your role needs the CRM pipeline permission. See Users & Roles.

Where to find it

Open CRM → CRM → Pipeline (Kanban). On the Deals list, Kanban View opens the same board.

Read the board

Each column is a stage, with the number of deals and their total value. Each card shows the deal's title, customer, value, probability and expected close date. Click a card to open the deal.

Only open deals appear. A deal moved to a won or lost stage leaves the board the next time it loads.

Move a deal

1. Drag the card.
2. Drop it on the new stage's column.

The deal is saved at once with the new stage and that stage's probability.

When you drop a card on the lost stage, Mark as Lost — Reason Required opens:

1. Pick the Lost Reason.
2. Add Notes if you like.
3. Click Confirm Lost.

Click Cancel to leave the deal where it was.

Add a deal in a stage

1. Click Add Deal at the top of the column.
2. Fill in the New Deal form. The Stage is already set to that column.
3. Click Create Deal.

Common questions

I dropped a card on Closed Won. What happens? The deal is won: the linked lead is marked converted and a customer is linked if the deal had none. See Deals.

The board is empty but I have deals. The deals may be won or lost, or in another branch. Check the branch in the top bar and the Deals list.

Can I move a deal back to an earlier stage? Yes. Drag it back. The probability follows the stage.