Sales Pipeline (sidebar CRM > Pipeline) shows top-level CRM records as cards in one column per stage.
Use the board
- Use Search CRM records... to filter cards.
- Each card shows customer, status, assignee, estimated close date and seller. Use the edit icon to change subject, stage, seller, status, priority, value and date.
- Drag a card to another stage.
- A dialog titled
Moved to <stage name>opens (unless the stage has automatic opening switched off). Optionally pick an Activity Type, write a Comment, then Save Note or Skip. - Cancel Move moves the lead back to its previous stage.
What a move records
Every move updates the card and also creates a child CRM record, Stage changed to <stage name>, with your comment. Find it in Child Leads on the record detail page. These log entries are not shown on the board.
Stage-entry forms
Each stage decides which form the dialog offers (configured in Stages):
| Option | Dialog offers |
|---|---|
| Stage Note Only | Note only |
| Offer | Create Offer (opens a new quotation linked to the lead) |
| Order | Create Order, or Convert Offer to Order if the lead already has an offer |
| Default | Order for won stages, otherwise note |
Tips
- The lead needs a customer to create an offer or order.
- Large stages load in pages; use Load more.