Features
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.
app.salesvora.com/pipeline
SSalesvora
RA
Riya Apte
Owner
Search leads by name or phone…
Pipeline
New8
NVNeha Verma
+91 98••• ••204
RSRahul Sethi
+91 98••• ••214
Contacted6
MGMohit Gupta
+91 98••• ••204
TDTina D'Souza
+91 98••• ••214
Interested5
ASAarav Sharma
+91 98••• ••204
PNPriya Nair
+91 98••• ••214
Won4
SKSara Khan
+91 98••• ••204
The seven stages#
| Stage | Meaning |
|---|---|
| New | Fresh lead, no action taken yet. |
| Contacted | Initial contact has been made. |
| Unreachable | Unable to reach the lead. |
| Interested | The lead has shown interest. |
| Won | Deal successfully closed. |
| Closed | Deal is complete. |
| Lost | The lead did not convert. |
For a deeper description of when to use each, 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.
Spot bottlenecks fast. A column that keeps growing is a signal. A pile-up in Contactedusually means follow-ups aren't happening — head to Follow-ups. A pile-up in Interested means deals are ready to be closed.
Owners vs. counselors#
Owners see the whole organization's pipeline. Counselors see a board of theirassigned leads only — a clean, personal view of the deals they're responsible for. See Roles & Permissions for the full breakdown.