What it is

A board. Each column is a stage of your work; each card is a job or a sale.

Why use it

Because moving a card is the easiest way to trigger the right follow-up at the right moment.

Example

An electrician moves a deal to Quoted. That starts a three-step chase over a week. The customer replies, so it stops. The deal moves to Scheduled and a booking confirmation goes out.

Steps

1. Press Edit stages to add, rename or reorder them, and mark which mean won and lost.
2. Press New deal, choose a contact, give it a title and value.
3. Drag cards between columns as work progresses.

Terms

Stage

A column. Moving a deal into one can start or stop a sequence and raise a task.

Won / lost

Stages marked as an outcome. Deals in them are closed rather than in progress.

What happens next

Renaming a stage keeps every deal in it and keeps any automation attached to it working. The name is a label; the stage itself does not change identity.

Common problems

New Deal is greyed out.

No pipeline exists yet. Run Setup, or create one from this screen.

I cannot delete a stage.

A stage still holding deals cannot be removed. Move them first.