Work the pipeline
Keep every deal at its true stage, so the board tells you exactly where to spend today.
The Pipeline page shows a column per stage, with the number of companies in each. A card is one company.
Move a company
Each card has two arrows: back moves the company to the previous stage, forward to the next. The change is saved at once and your team sees it straight away. Any stage can follow any other, so you can also record a deal that skips ahead or goes cold.
Read the board
Look at the Proposal column first
These deals are closest to money. Each one should have a follow-up date; if it doesn't, it's waiting on you.
Then Meeting
Meetings that ended without a proposal are deals at risk. Send the proposal while the conversation is fresh.
Then Contacted and Prospect
Keep these moving: a company that has sat in Contacted for weeks either needs another try or belongs in Lost.
On Home, the pipeline ledger shows how many companies sit at each stage, so you can see at a glance whether your top of funnel is drying up.
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