Pipeline
Track jobs on your pipeline
See every job you're chasing, what it's worth, and which ones have gone quiet.
2 min read
A deal is a job you're trying to win. Each column on the board is a stage, and you drag deals along as they move forward.
Add a deal
- Open the Pipeline and choose Add deal.
- Give it a Deal name, like "New combi boiler".
- Pick the Contact, add the Value (£) and choose a Stage.
- Choose Add deal. It goes to the bottom of that stage.
Move a deal
Drag it to another column. On a phone, or if you'd rather use the keyboard, open the menu on the deal and choose Move to.
Win or lose it
Open the menu on the deal, or click the deal to open its panel, then choose Mark as won or Mark as lost. You can say why it was lost, which helps you spot patterns later. Changed your mind? Reopen deal brings it back.
Won and lost deals leave the board. To see them, change the Status filter, or use the list view.
Edit a deal
Click a deal to open its panel. You can change the name, value, stage, owner and contact, and set an Expected close date, which the forecast uses. Create an invoice starts an invoice for this deal.
Spot deals going quiet
Deals that haven't moved in five days show on Home, in the Pipeline panel under Going quiet.
Board or list
The Board, List and Forecast buttons show the same deals in different ways. In the list you can tick several deals to move them, change their owner, mark them as won or lost, or delete them.
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