Deals Pipeline
The Pipeline page is your visual sales board. Track every deal from first import through close using drag-and-drop Kanban columns or a sortable table view.
Each lead card represents a person + company moving through your funnel. Deal values roll up for forecast summaries at the top of the board.
What it is
Predylo’s pipeline maps each lead to a sales stage — a single field that drives:
- Kanban column placement
- Stage badge on lead list and detail
- Weighted pipeline forecast
- Automatic activity logging on stage changes
Stages reflect your outbound workflow: early funnel (new → enriched → qualified), engagement (contacted → engaged), and late stage (meeting → proposal → negotiation → won/lost).
Pipeline stages
The Kanban board shows these columns in order:
| Stage | Meaning |
|---|---|
| New | Imported or created; scoring pipeline not yet complete |
| Enriched | ICP score, reachability, approach angle, and draft generated |
| Qualified | Rep reviewed intel and scores — ready for outreach |
| Contacted | First touch sent (email or call) |
| Engaged | Active two-way conversation |
| Meeting | Meeting scheduled on the calendar |
| Proposal | Proposal or quote sent |
| Negotiation | Commercial terms under discussion |
| Won | Closed won |
| Lost | Closed lost |
On Hold exists as a stage but does not appear on the Kanban board — use the leads list filter to find parked deals.
Stage changes are logged automatically in the lead’s activity timeline.
Who uses it?
- Sales reps moving deals daily and updating stages after calls or emails.
- Admins and owners reviewing pipeline value and stage distribution in Analytics.
All org members with lead access can view and update pipeline stages.
Open the pipeline
Go to Pipeline in the sidebar. You’ll see:
- Summary bar — Total pipeline value, weighted forecast, deal count, and won value
- Kanban board — One column per stage with lead cards
- Table toggle — Switch to a spreadsheet-style view for bulk scanning
Move deals on the board
Drag and drop a lead card from one column to another. The stage updates immediately and an activity entry records the change.
From a lead card you can:
- Click the name to open lead detail
- Edit deal value inline (click the dollar amount)
- Start a call via the dialer button
- See days since last update (stale deals stand out)
Set deal value
Deal value is optional but powers forecast metrics:
- On the pipeline board, click the $ field on a card.
- Enter the expected deal size in your org’s currency.
- Press Enter or click away to save.
Weighted forecast uses stage probability (e.g. Meeting = 40%, Proposal = 60%, Negotiation = 80%). Won deals count at 100%.
You can also set deal value on lead detail.
When stages update automatically
Some actions advance the stage for you:
- First email sent — Often moves to Contacted (depending on prior stage)
- Meeting scheduled — Reminders & Meetings sets stage to Meeting when you create a meeting task
- Scoring pipeline completes — New imports move from New → Enriched
Manual drag is always available if you need to override.
Table view
Prefer lists over boards? Toggle to Table view for:
- Sortable columns: name, company, stage, deal value, owner, updated date
- Faster scanning of large pipelines
- Export via CSV (from pipeline actions)
Switch back to Kanban anytime — both views share the same data.
Tips
- Review Qualified weekly — Leads sitting in Enriched or Qualified too long may need a nudge or reassignment.
- Use ownership — Filter by owner on the leads list to see your pipeline. See Lead Ownership.
- Pair with My Work — Open tasks and follow-ups alongside pipeline review each morning. See My Work.
- On Hold for pauses — Move stalled deals to On Hold via lead detail instead of leaving them in Negotiation.
Related pages
- Managing Leads — Scores, detail, and conversation threads
- Analytics Overview — Pipeline value and stage breakdown
- Team Performance — Per-rep pipeline (admin/owner)
- Dialer — Call directly from pipeline cards