Pipeline & deals

Pipeline at https://repdesk.io/pipelines is where opportunities (deals) live on a board organized by stage (for example Qualification, Proposal, Closed won). Reps move work across stages; managers and admins configure which pipelines and stages exist for your company.

(Screenshot — add later: Kanban board with stages and cards.)

Views#

Your org may offer one or more of these layouts—use the view switcher in the UI:

• Kanban — Cards in columns by stage; drag and drop between stages when enabled.

• Table — Spreadsheet-style rows for sorting, scanning large lists, and bulk patterns.

• Tiles — A compact visual layout for quick triage.

Pick the view that matches the job: Kanban for weekly deal review, Table for dense filtering.

Add a deal#

1. Choose Add deal (or + / New opportunity—wording varies).

2. Pick the stage (and pipeline, if your org has more than one).

3. Fill opportunity fields in the form—amount, close date, owner, and custom fields your admin defined.

4. Save. The new deal appears on the board for that pipeline.

Search and filters#

Reduce noise on busy boards:

• Filter by owner, stage, pipeline, or text search when available.

• Saved views help teams share the same slice (e.g. “East region — open this quarter”).

How saved filters work across CRM lists: Filtering & saved views.

For a flat, searchable list of all opportunities (including won / lost), use Opportunities.

(Screenshot — add later: Pipeline with filter bar or saved view dropdown.)

Manage pipelines and stages (managers)#

If you have permission, you can create or edit pipelines and stages—names, order, colors, and default probability (or similar fields your org uses).

Important: Deleting a pipeline or stage can affect open deals. Read confirmation dialogs carefully and coordinate with your team before removing stages in active use.

Quotes and next steps#

When a deal progresses, your workflow may link to quotes or Deal Builder—see Quotes and Create and send a quote when your org uses those modules.