Deals & Quotes
Pipeline & deals
Kanban, table, and tile views; stages, deals, and managers.
Last updated 2026-04-12 · Open in app
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Pipeline Kanban: columns by stage with opportunity cards.
Pipeline shows opportunities as cards organized by stage. Managers can configure pipelines and stages; reps move deals across the board.
Views
- Kanban — drag cards between stages (when enabled).
- Table — dense spreadsheet-style view for sorting and scanning.
- Tiles — alternative visual layout for quick scanning.
Add a deal
Use Add deal and pick a stage. Fill opportunity fields in the modal; the new deal appears on the board for your pipeline.
Search and quick filters
Filter by owner, stage, or text search to reduce noise on busy boards. Saved views help teams share common slices of the pipeline.
Manage pipelines (managers)
Managers can create or edit pipelines and stages, including colors and default probabilities. Deleting a pipeline or stage may require confirmation and can affect open deals.