Deals
Drag cards through the pipeline. Weighted forecast updates as probabilities and amounts change.
Board
New0
—Drop a deal here or click New deal to start.
Qualified0
—Drop a deal here or click New deal to start.
Proposal0
—Drop a deal here or click New deal to start.
Negotiation0
—Drop a deal here or click New deal to start.
Won0
—Drop a deal here or click New deal to start.
Lost0
—Drop a deal here or click New deal to start.
Pipeline will populate when tenant session loads
Deals are scoped by tenant_id and respect the visibility column. You will see your own deals plus anything shared at team or organization level.