Working in the CRM

Pipeline

Pipeline is a tab on every board. It shows the same rows as the table, as cards in lanes, one lane per label of a Status column. Moving a card changes that row's status. It is not a separate copy of your data.

See it instead of reading it. The CRM board: a 3-minute guided tour on a sample board.

Take the tour In my CRM

Using it

Move a deal forward: drag its card into another lane.
Reorder: drop a card above or below another card.
Open a record: click a card.
Add a card in a stage: type a name in the line at the foot of a lane and press Enter.
Rows with no status get a lane of their own, so nothing is hidden.

Choosing the lanes

If the board has more than one Status column, such as Stage and Priority, a picker above the lanes chooses which one to lay out by. To change the lanes themselves, edit that column's labels in the table: open the column menu and choose Edit options.