How does the deals board work?
Each column of the Deals board is a stage. Drag a card to the next column as the sale moves forward, and click a card to open the deal.
The Leads & deals board shows one pipeline at a time, each lead or sale as a card in a column for its stage. A lead pipeline starts with New lead, Contacted, Qualified and Lost; a deal pipeline with Meeting booked, Closing soon, Won and Lost. Drag a card to the next column as it moves forward. Click a card to open it.
Also called: pipeline, sales board, kanban, funnel, leads, opportunities, tableau des affaires, pipeline de ventes, entonnoir, prospects, opportunités
Step 1: Open Deals
In the menu, under Sales, click Leads & deals. To see another pipeline, click its name beside Search deals and pick one. The top shows your numbers: Leads or New requests, Open value, and Won in 30 days. On a lead pipeline the panel is called Leads and counts its open leads.
Click: Sales › Leads & deals
Step 2: Read a card
Each card shows the deal's name, the owner's photo, where it came from (like Website, Phone or Added), how long ago it came in, and its price tag. On a lead pipeline, every card is a lead, an early request. On a deal pipeline, every card is a real sale in progress.
Step 3: Move a deal
Drag the card to another column and let go. A message confirms it, with Undo if you dropped it in the wrong place. Dropping on a won or lost stage asks one more thing. See How do I win, lose or move a deal?
Step 4: Switch to the list
At the top right, click List to see every deal in a table. At the far right of the view tabs, pick Open, Won or Lost. Under the tabs, the quick filters, like Deal owner, filter the list, and you can save views the whole team shares. See How do I filter and save views of deals, customers and companies? Click Board to come back.
Click: List › Open, Won or Lost
Step 5: Choose the list's columns
On the list, click the columns button at the right end of the table's header row. Tick a column to add it, like Company, Phone, Email, Closed or one of your own fields. Untick one to remove it. Drag a column by its handle to move it. Then click Save: the list changes, just for you. Cancel leaves it as it was. To start over, click Back to the usual columns, then Save.
Click: List › columns button › tick, untick or drag › Save
Good to know
On a phone, deals show as a list. The board is on a computer.
To open Leads & deals as the list every time, go to Settings › My account › Display and pick List beside Leads & deals open as. It's only for you: each teammate picks their own.
The Customer column always comes first. Each teammate picks their own columns; on a phone the list stays short.
Click the Mine tab to see only your deals, on the board or the list. All shows them all again.
Won and lost columns show the last 30 days.
Type in Search deals to find a deal on the board.
With more than one pipeline, pick it in the menu beside the search. The board opens on the last one you picked.
Moving a lead past the last Leads column makes it a deal.
If it doesn't work
You can't drag cards. Your role can view deals but not change them.
"No deals match your search." Check the spelling, or clear the search box.
"Showing matches among the newest deals only. Type a few more letters." Type more of the name.
"Nothing here" in a column. No deal is at that stage yet.