The Kanban Pipeline
The Pipeline view shows all your records organized into columns by stage. Drag records between columns to advance them through your workflow. What the records are called depends on your template - deals, jobs, applications, listings, or projects.
Accessing the pipeline
Click Pipeline in the left sidebar. You'll see a Kanban board with one column per pipeline stage. Stage names are set by your template (e.g. Lead → Proposal → Closed for sales, or Lead → Scheduled → Invoiced for field service) and can be customized in Settings → Pipeline Stages.
Moving records between stages
Drag a card from one column and drop it into another. The record's stage updates immediately. You can also change the stage from inside the detail panel.
Adding a record directly from the pipeline
At the bottom of any column, click + Add to create a new record pre-assigned to that stage.
Filtering the pipeline
Use the filter controls at the top of the pipeline view to show only records matching specific criteria - by tag, by date added, or by company.