Sales Pipeline

The pipeline helps you track deals from the first stage through to close.

Kanban View

The pipeline is displayed as a Kanban board:

• Each column = one sales stage (e.g., New, Contacted, Quoted, Negotiation, Won, Lost)
• Each card = one deal/opportunity
• Drag & drop cards to move them between stages

How to Use

Add a Deal

1. Go to Pipeline
2. Click Add Deal
3. Enter:
   • Deal name
   • Value (RM)
   • Related contact
   • Current stage
4. Click Save

Move a Deal

• Drag and drop the card to the appropriate column
• Or open the deal and change the stage manually

Customize the Pipeline

You can customize pipeline stages to match your sales flow in Settings.