Pipeline
The Pipeline gives you a visual view of your deals moving through stages — from first inquiry to booked and completed.
How It Works
Go to Clients > Pipeline. You will see a kanban board with columns for each stage: Lead, Inquiry, Proposal Sent, Booked, In Progress, and Completed.
Moving Deals
Drag and drop deals between stages, or click a deal to update its status. Each deal shows the client name, service type, and value.
Creating a Deal
Click New Deal to create a pipeline entry. Link it to a client, set the service type, expected value, and due date.
Pipeline Views
Switch between kanban (board) and list view using the toggle in the header. List view is great for sorting by value or date.