Deal pipeline

Architecture and functionality: Deal pipeline

A Kanban board of deals with sales pipeline stages that can be customised.

1. Pipeline stages

The Sales pipeline is split into New, Negotiation, Won and Lost stages. Each column has a deal counter and an actions menu.

2. Customisation

Add stage extends the pipeline, while New pipeline creates a separate sales process. A pencil icon allows the current pipeline to be edited.

3. Working with deals

Deals move between stages by dragging them into the marked drop zones. A Table / Kanban toggle switches the view, and New deal adds a record.