Pipeline
Opportunities, stages and the Kanban board
How deals move through stages and what the views show.
Views
Opportunities has Table, Kanban, By salesperson, By company and Closing soon views. Filters work across views.
Stages decide status
Each stage belongs to Open, Won or Lost. A deal's status, probability (Won 100%, Lost 0%) and reporting follow its stage. Change stages in Settings → Pipeline stages.
Drafts
A deal without a value or company is a draft: it stays in lists and on Data Quality but is excluded from financial KPIs.