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The Pipeline is the Kanban board of your deals. Each card is a lead moving through the funnel stages, with value, owner, tasks and indicators at the top of the screen.

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When to use

Use the Pipeline every day to move deals, record wins and losses, create follow-up tasks and see how much revenue is forecast.
To see and edit leads in table format, click Go to Table at the top of the screen. To add a new deal, use Add deal.

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Funnel stages

The board columns are your team’s funnel stages, in the configured order. Each stage has a type: Whoever administers the account customizes the stages in General Settings, Pipeline tab, Funnel Stages section. For each stage you define: Each column shows the total value of the cards in it.

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Indicators at the top

The indicators consider only the cards in the current filter. Some only appear when there is data or configuration. The stale deal limit (Stale Deal Alert, in days) and the Monthly revenue goal are in General Settings, AI tab, CRM / Kanban section. Leave the alert empty to disable it. At the bottom, the Pipeline conversion chart shows the distribution of cards by stage.
  • Period: 7 Days, 15 Days, 30 Days (default), 90 Days or All, by the lead’s creation date.
  • Search: the Search leads… field looks up lead data.
  • Filter by Emotion: Hot, Cold or Neutral.
  • Filter by Salesperson: choose an owner or All salespeople.

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Work with the cards

1

Move between stages

Drag the card to another column. When dropped on an open stage, the change is saved and the confirmation Status updated! appears.
2

Open the details

Click the card to open Deal Details, where you edit the lead’s data.
3

Create tasks

Use New task to record a follow-up (see below).
Cards can show the time stuck in the stage, SLA Exceeded or SLA on Time notices, the sentiment (hot, cold, neutral), the main objection detected and the value.

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Details fields

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Tasks

In New task you fill in: Tasks can be edited, completed or deleted. Overdue ones go into the Overdue Tasks indicator.

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Record a win

When you drop the card on a stage of type Won, the win confirmation opens with the question How would you like to proceed?:
  • New Registration: creates a customer from the lead’s data.
  • Link Existing: choose the customer in Select Customer.

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Record a loss

When you drop the card on a stage of type Lost, Record loss opens. Enter the Loss reason and, if you wish, Details (optional). The reasons feed the loss reasons chart of the Dashboard and the Lead Report.

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AI analysis

The Analyze with AI button on the card asks the AI for a score for the lead, the suggested next action and the detection of sentiment and objection in the conversation. The result takes a few seconds to appear and consumes AI credits. In General Settings, AI tab, CRM / Kanban section, you can also turn on the automatic summary when moving a lead to Negotiating, which consumes 1 AI credit per summary, and the Automatic lead scoring.

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Frequently asked questions

Yes. Won and lost ask for information before saving. If you cancel the window, the card does not change stage.
Yes. They always reflect the visible cards with the current filters.
These indicators only appear when the stale deal alert and the monthly goal are configured in General Settings.

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See also

General settings

Funnel stages, monthly goal and stale deal alert.

Leads

Lead registration and table.

Lead Report

Conversion, revenue and loss reasons in the period.

Chat

Create leads straight from conversations.
Last modified on November 10, 2026