The Pipeline tab in your dashboard provides a visual board where you can manage your sales cycle from start to finish.

The Kanban Layout

Your sales pipeline is divided into multiple stages (e.g., New Lead, Qualified, Proposal, Won).

• Cards: Each lead is represented as a card.
• Stage Headers: Each column header shows the stage name and the total value of all leads currently sitting in that stage. This helps you quickly see where your money is “stuck.”

Drag-and-Drop Management

The most effective way to manage your pipeline is through drag-and-drop.

1. Click and hold a lead card.
2. Drag it to a new stage column as the deal progresses.
3. The stage update is saved instantly.

Quick Interactions

• Open Details: Click on any lead card to open the Lead Detail Side Panel without leaving the pipeline view.
• Jump to Chat: Click the WhatsApp icon on the lead card to instantly open the corresponding chat thread on the left.

Why Use the Kanban View?

A visual board is often better than a simple list because it highlights bottlenecks. If you see 20 leads in the “Proposal” stage but none in “Negotiation,” it’s a clear signal to focus on closing your existing proposals rather than finding new leads.