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Pipeline overview

Kanban view of your sales pipeline — leads moving through stages from New to Closed.

PipelineUpdated

The Pipeline is a project-scoped kanban board of your contacts grouped by their lifecycle stage. Each column is a stage (New, Qualified, Proposal, Won, Lost) and each card is a contact. Drag cards between columns to advance them.

The pipeline is read from the same data as the Contacts list — the kanban is a view, not a separate dataset. Changes here are reflected on contact detail pages instantly.

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