Drag to move a deal
Drop on a card for an exact spot, or on a column to send it to the end; saved at once.
Find it in PipeLeads CRM
- Pipeline
- drag a card
/crm/pipelineThe chain
From what it does to where it takes you.
-
01
FeatureWhat it does
The move saves instantly and the deal takes the new stage's win probability.
-
02
AdvantageWhy it beats the usual way
Updating the pipeline takes one drag, not a form.
-
03
BenefitWhat you get
Your board is always current.
-
04
Promised LandWhere it takes you
The forecast is true the moment the call ends.
Try it yourself
Put Drag to move a deal to work.
See every deal. Know the next step. Let the follow-up run itself.