Won, Lost and Delete drop zones
While dragging, drop zones for Won, Lost (with an optional reason) and Delete appear; each has Undo.
Find it in PipeLeads CRM
- Pipeline
- drag a card
- drop zones
/crm/pipelineThe chain
From what it does to where it takes you.
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01
FeatureWhat it does
Close a deal from the board, and record why it was lost, without leaving the view.
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02
AdvantageWhy it beats the usual way
Closing is one gesture, and a mistake is one Undo away.
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03
BenefitWhat you get
Wins and losses are logged the second they happen.
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04
Promised LandWhere it takes you
Your win-rate numbers finally tell the truth.
Try it yourself
Put Won, Lost and Delete drop zones to work.
See every deal. Know the next step. Let the follow-up run itself.