Pipeline

Follow value, probability and movements of the deal.

Board

The prospect enters a column, moves, and the movement is written in analytics and on the client timeline.

Click the buttons: the example updates

Example path. The columns are configurable.

Drag a card. Value, probability and date stay on the deal.

New

In negotiation

Closed

Deal

Bella Napoli SRL · € 2,400 · probability 30% · close 12 Nov

History

  • No movement in this demo.

Sales analytics

Moves recorded: 0

On the board

Tap an item: the example above updates.