Work your pipeline on the board
Switch Opportunities to the board, drag deals from stage to stage and close them as won or lost.
What you will learn
- The board
- Click the board icon at the top right. Each stage is a column that shows how many deals it holds and what they're worth together.
- Move deals
- Drag a card to its next stage. It's saved right away, and the board scrolls along as you drag.
- Close deals
- Dropping a deal in Lost asks for the reason, so your reports can show it later; Won only needs the close date.
Getting started
10 lessonsApprox. 27 min
Your progress0%
Related articles
- OpportunitiesTrack every deal through your pipeline, from the first conversation to won or lost, on a board or in a table.
- Deal ManagementManage accounts, opportunities, tasks, and pipeline health in one place — with AI-driven updates that eliminate manual data entry.
- ReportingBuild custom reports on pipeline activity, win/loss outcomes, and stage-by-stage deal drop-off to make decisions backed by real customer data.