Pipelines & deals

Create a pipeline in one step, drag deals across stages, weight it by per-stage probability, and see forecast numbers that update as the board moves.

What you get

• One click to a pipeline — Name it, pick what moves through it, accept the stages we suggest, and you're looking at the board. Switch between pipelines from the same screen.
• Boards that feel right — Smooth drag-and-drop, inline editing, and a running value total on every stage that updates as cards move.
• Weighted, not wishful — Each stage carries a probability; the forecast is the sum of amount × probability — a number you can stand behind.
• Any object can have stages — Hiring funnel, onboarding steps, renewals — add a stage field to any object and you've got a pipeline.
• Cards that say something — Pick up to five fields to show under each card's name — value, owner, close date, the company it's for. The first one reads as a subtitle, the rest as small labelled lines, so a column stays scannable.
• Search and filter the board itself — The same search, filters and saved views as the record list, on the board — narrow to one owner, this quarter, over 10k, without leaving the pipeline.
• One place to change a board — Edit pipeline holds the name, the stages, what the cards show and deletion. Name, stages and cards save together, so setting a board up is one sitting rather than three trips through a menu.
• Only the columns you work in — Every column on the board — each stage, plus the “None” column for anything not at a stage yet — has a tick box in Edit pipeline. Untick one and it comes off the board only: nothing moves, nothing changes, and the board tells you how many records it's holding back with one click to show them again.

Capabilities at a glance

• Drag-and-drop kanban boards with position persistence
• Custom stages with colours, won/lost status and win %, reordered by drag
• Weighted forecast (amount × stage probability)
• Multiple pipelines via select attributes on any object
• Opportunities section listing every pipeline, with one-click creation
• Choose what goes on the board: records you already have, or something new that's about them
• Pick what to note down on each one — value, close date, owner, or your own
• Up to five extra fields on each card, dragged into the order they read in
• Search and filters on the board, with saved views of its own — separate from the record list's
• Saved views are shared workspace-wide, or narrowed to one team
• The board you were last on is where you come back to, remembered per person
• Per-stage value totals on the board
• One Edit pipeline dialog for the name, the stages, the card layout and deletion
• Rename a board — and the stage field behind it — without going to Settings
• Stages edited from the board, with existing records migrated on rename
• Untick any column to hide it — including the “None” column for anything without a stage yet — without changing a single record
• Delete a board without touching its records — the stage field goes, the record type stays
• An icon per board in the switcher: its own linked record type, or a stage field on records you already had
• Deal links to one company and many contacts