The pipeline board

Lite+

A drag-and-drop board of your opportunities as cards in stage columns (New, Qualifying, Estimating, Draft, Sent, Won, Lost). The visual companion to the Opportunities list.

A quick tour of the Sales Pipeline board.

When to use

For a quick read on where everything sits, and to move a deal along by dragging its card.

Step by step

Pipeline board with stage columns — 1. Your opportunities as cards, one column per stage — New through to Won and Lost.

All Sales Reps / All Categories / All Branches (comboboxes) — 2. Filter the board by rep, category, branch or time period to focus on what matters.

Standard / Configure Layout — 3. Choose a card layout, or configure which details appear on each card.

New, Qualifying and Estimating columns — 4. Drag a card between the early stages — New, Qualifying and Estimating — to move that opportunity along.

Draft and Sent columns — 5. Draft and Sent are read-only here — you can't drag into them. Those moves happen inside the opportunity as you build and send the quote.

Lost and Won columns — 6. Drop a card on Lost to record why it was lost; winning is done from the opportunity. Cards already in Won or Lost are final and can't be dragged.

New (button) — 7. Add a new opportunity without leaving the board.

Last updated on July 8, 2026

Overview Overview