Your pipeline is only as valuable as the data inside it. Managing your opportunity cards effectively ensures your sales team stays focused and your revenue reporting remains accurate.
1. Moving Deals Through the Pipeline
The visual kanban board makes managing deals incredibly intuitive.
Drag and Drop
Simply click and hold an opportunity card, then drag it to the next stage column when a milestone is reached.
Automated Movement
Use the Workflows tab to automatically move cards. For example, if a contact books a calendar appointment, automatically move their card to the "Meeting Booked" stage.
Pro-Tip
When dragging a card, drop zones for "Won", "Lost", and "Abandoned" will appear at the bottom of the screen. Drop the card there to instantly close out the deal and update your win-rate metrics.
2. Updating Card Details
Clicking on any opportunity card opens its detailed view. Here you can update the deal's monetary value, change the assigned sales representative, or add internal notes about the negotiation. Keeping these details updated is crucial for accurate sales forecasting.