Manage Your Pipeline Board

Summary

Track deal progress by moving cards through stages and maintaining a clear board structure.

Steps

1. Open Pipeline and review stages and totals.
2. Move deals to the correct stage as progress changes.
3. Update stage names or order when process changes.

Expected Result

Pipeline reflects real progress and highlights next follow-up priorities.

Screenshots

Visual reference aligned to each step with desktop and mobile variants.

Step 1

Step 2

Troubleshooting

• If moves do not persist, retry after refresh.
• If stage order appears wrong, re-open board after reorder.