Pipeline & Workflow
Visual pipeline, kanban boards, and workflow management. Learn how to use drag-and-drop to move leads between stages, create custom views, and visualize your sales pipeline to close more bookings.
Using the Kanban Board
Visualize and manage your sales pipeline with drag-and-drop kanban boards. Organize leads by stage, track progress visually, and move leads between stages effortlessly.
10 minutes
beginner
Drag and Drop in Pipeline
Use drag and drop to quickly move leads between pipeline stages. Organize your sales process visually by moving leads between stages with simple drag-and-drop actions.
3 minutes
beginner
Custom Pipeline Views
Create and customize your own pipeline views to organize leads your way. Build custom pipeline stages, set up filters, and create views that match your unique sales process.
10 minutes
intermediate