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Click **+ New Deal** or click the **+** button in any stage column. Enter the deal title, amount, contact, and company. The deal appears in the selected stage.
Deal amount and close date Associated contact and company Activity timeline Tasks and next steps AI-powered suggestions
Core Features
Using the Deal Kanban Board
Last updated: 2026-04-01
Deal Kanban Board
The Kanban board gives you a visual overview of all deals in a pipeline, organized by stage.
Create a Deal
Move Deals
Drag and drop deals between stages to update their progress. The deal timeline automatically records stage changes.
Deal Details
Click any deal card to view:
Filters
Filter deals by owner, amount range, close date, or custom fields.
dealskanbanpipelinedrag-dropstages
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