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Work your pipeline on the board

Drag deals between stages, choose what each card shows, and collapse the stages you are not working in.

2 min read · Published Jul 4, 2026

Open Deals. The board is the default view; switch to List with the toggle at the top.

What you see

Each stage is a column, and each deal is a card showing its name, value, contact, company, and owner. Drag a card to another column to change its stage, or 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

A summary line above the board also shows the total deal count and total pipeline value across all stages.

Customizable card fields

Click Card Fields above the board to choose what each card shows. Six are available in any combination: Deal Value, Contact, Company, Owner, Close Date, and Days in Stage. All but Days in Stage are on to begin with.

Collapsible stages

Click the arrow on a stage header to collapse it into a narrow strip. Use it to put late stages out of the way while you prospect, or to give the column you are working in more room.

Quick-add

Each column has a + at the bottom that opens a short form to create a deal in that stage. Faster than the full New Deal form.

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