Work your pipeline on the board
Move deals between stages on the board, close them as won or lost, and filter the board down to the deals you need.
What you will learn
- Drag between stages
- Each column shows how many deals it holds and their total. Drag a card forward or back.
- Close deals
- Marking a deal lost asks for a reason; won asks for a close date, which can't be in the future.
- Filter the board
- Filter by priority or any other field. The filter is saved with the view.
Records
9 lessonsApprox. 23 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.