Work deals on the Pipeline board

Add a deal

Choose Add deal at the top of the Pipeline page, or Add deal from a column's menu to start it in that stage. You can set the pipeline, stage, amount, close date, owner and priority.

Move a deal

• Drag the card to another column, or

• open the card's Move to stage menu and pick a stage. Remove from pipeline sends the deal back to intake.

You can undo a move from the message that appears. If a stage requires certain fields first, Pipelio tells you which ones to fill in.

Open a deal

Click a card to open a quick panel with its stage, owner, follow-up buttons, recent activity and value. From there:

• Open full record opens the full lead page.

• Mark won or Mark dead closes the deal.

Board or table, and other options

• Switch between the board and a sortable table with the view toggle. To add columns to the table, set them up on the Leads page; the table uses those.

• Use Search, Filters and Sort above the board, and the pipeline selector (Deals pipeline by default) to change pipelines.

• Card settings in the page menu controls what each card shows.

• Views work the same way as on the Leads page. See Saved views and lists.