Pipeline Board
A visual, drag-and-drop board that keeps every deal in view — drag a card to a new column and its status updates everywhere, instantly.
The pipeline turns your list of leads into a board you can read in a glance. Each column is a stage; each card is a lead. Moving work forward is as simple as dragging a card to the right.
Pipeline
Your stages, your names#
The columns on the board are your lead stages — rename them, recolor them, reorder them or add your own. A starter set is created for you based on your business type:
| Stage | Meaning |
|---|---|
| New | Fresh lead, no action taken yet. |
| Contacted | Initial contact has been made. |
| Interested | The lead has shown interest. |
| Follow-up | Waiting to check back at an agreed time. |
| Negotiation | Discussing price, terms or specifics. |
| Won | Deal successfully closed. |
| Lost | The lead did not convert. |
| Cold | Went quiet after repeated attempts. |
Junk leads live outside the board entirely — they're excluded from the pipeline and from your conversion maths. For how stages map to reporting, see Pipeline Stages.
What you can do#
- Drag to update — move a card to a new column and the lead's status changes immediately, no save needed.
- Read at a glance — each card shows the lead's name, contact and assigned owner.
- See volume per stage — every column shows a live count of the leads inside it.
Owners vs. team members#
Owners see the whole organization's pipeline. Team members see a board of their assigned leads only — a clean, personal view of the deals they're responsible for. See Roles & Permissions for the full breakdown.