Pipelines and stages
What a pipeline is, how stages structure your sales process, and how deals close as won or lost.
Leads & pipelines
Work the kanban board: pipelines, stages, deal cards, and automatic lead distribution.
4 articles
Working the kanban board
Drag deals between stages, open deal cards, use search, filters, saved views, and bulk actions on the board.
The deal card
The deal page in detail: the tabs with communications and history, the sidebar sections, and tasks on the deal.
Lead distribution
How new leads are assigned to managers automatically: rules, round-robin, contact-owner stickiness, and pausing your intake.