Sales & CRM
Pipeline (Kanban)
Drag deals through your stages.
3 min readpipeline, kanban, dealsUpdated 2026-05-25 · v2
Open in your workspace
Goes to /leads/pipeline
Why use this
Open the Pipeline Kanban when you want to move deals through stages by dragging cards instead of editing fields.
Benefits:
- Move deals through stages in one drag
- See where every deal sits at a glance
- Spot stuck deals by stage clustering
- Avoid the field-edit loop other CRMs require
What this is
The Pipeline view is the Kanban board of every active deal. Drag a card to move it to the next stage.
Who can access it
Owner, admin, member, viewer, agency, founder.
What it does
- Renders deals as cards grouped by stage.
- Drag-and-drop to change stage.
- Shows total value per column.
- Highlights stale cards.
How to use it
- Open /leads/pipeline.
- Pick the pipeline you want to view.
- Drag cards to move stages.
- Click a card to open the deal detail.
Rules and limits
- Viewers cannot drag.