Kanban pipeline
Move deals through clear stages using a visual workflow that is easy to understand.
CRM · Visual deal pipeline
Make every opportunity and next step visible.
Give the team a shared view of deal stages, ownership, value, close dates, and the actions required to move revenue forward.
Table view
Review and work with pipeline records in a structured list when detail matters.
Forecast context
Track value, probability, and expected close timing for a clearer view of pipeline health.
How it fits the workflow
A practical path from information to action.
1
Define the stages in your sales process
2
Add and assign opportunities
3
Move deals as customer intent changes
4
Review stalled work and forecast context