Funnel and pipeline boards
Each pipeline has a board: the Contact Funnel (/contacts/board), the Deal Pipeline (/deals/board), and, with the Lead Gen pack, the Campaign Board.
Reading the board
Section titled “Reading the board”- One column per stage, with the stage name and a live count in the header (deal columns also total the amounts). Columns page with Load more.
- All / Mine switches between everyone’s records and the ones you own.
- A Pipeline dropdown appears only when an entity has more than one pipeline.
Move a record
Section titled “Move a record”Drag a card to another column — the stage changes immediately and rolls back visibly if the server refuses. Click a card’s name to open the record (dragging by the name still drags). Right-click a card for Open, Copy, Move to stage, Assign owner, Add task, and Add note.
Read Only users see the board but cannot drag.
Retired stages
Section titled “Retired stages”When an Admin retires a stage, its column stays on the board only while records are still in it, tagged (retired), and it stops accepting drops. Once the last record moves out, the column disappears on its own. Nothing is hidden from you without a trace — see Pipelines and stages.