Deals now have a proper pipeline with drag-and-drop kanban. Set up stages, move deals through them, and see where everything stands at a glance.
What's new
- Deal stages — Define your own pipeline stages with custom names and colors. Reorder them however you like.
- Kanban board — Drag deals between stages. Cards show the key info — value, contact, how long they've been sitting there.
- Attempt tracking — Mark stages as "attempt-tracked" to log outreach attempts. See how many calls or emails it took to move a deal forward.
- Stage transitions — Move deals between stages from the detail page or the kanban. The activity log captures every transition.
- Order line items — Attach line items to deals for proper order tracking with quantities and amounts.