The kanban board is the default view of /deals. Toggle between Board and List view via the icon toggle at the top.
What you see
Each pipeline stage is a column. Each deal is a card showing the deal name, value, contact/company, and owner. Drag cards between columns to change stages. Drag within a column to reorder.
Stage summary headers
Each column header shows:
- Deal count — how many deals are in this stage right now
- Total value — the sum of all deal values in this stage
- Win rate — the historical win rate of deals that passed through this stage
Win rate updates dynamically based on your team's actual close history.
Customizable card fields
Click the Card Fields dropdown above the board to choose which fields show on each card. Six options: Deal Value, Contact, Company, Owner, Close Date, Days in Stage. Pick up to 4 at a time.
Collapsible stages
Click the chevron on a stage header to collapse it into a narrow vertical strip. Use this to hide late-funnel stages while focusing on prospecting, or to widen a single column you're working in.
Quick-add
Each column has a + at the bottom that opens an inline form to create a deal directly in that stage. Faster than opening the full create modal.