Pipeline

Deals by stage.

Who can use this page

Who: anyone with a Vector (CRM) role of Admin, Member or Viewer. Vector access is set per person and is separate from your other roles.

Pipeline is a board of your deals, one column per stage.

Use the selector at the top to switch pipeline. Each column shows its deal count and total value. A deal card shows the title, primary contact, value and expected close date.

• Move a deal: drag its card to another column. The change saves straight away.
• Open a deal: select its card.
• Add a deal: use Add deal at the bottom of a column.

Moving a deal into a Lost stage asks Why was this deal lost?. Choose a reason; if you pick Other, add a short detail. The move won't happen without one.

Only a deal's owner or a collaborator can move it, and Admins can move any deal. Cards you can't move show a lock. Viewers see the board but can't move anything.