Pipeline

A kanban board of stages. Each card is a prospect. Drag a card to another column to change stage.

Path: main nav → Pipeline

Header

• Search, Import, Add Prospect
• Select Pipeline to switch boards (accounts can have more than one)
• Add Stage
• Filter — created date, company, labels, license status, meeting owner, office, prospect owner, scheduled messages, starred, upcoming meetings, CCI priority, and related options
• My Prospects — only people you own vs everyone you can see
• Sort and bulk actions (move / delete / reassign) when the toolbar shows them

Stage columns

• Title and color
• Kebab menu: edit name, description, color; save; or delete
• Counter (respects active filters)
• Download CSV for that stage
• Drag stage headers to reorder

Prospect cards

• Name
• Chips for last note / last message age (hover for a preview)
• Created date/time (bottom left)
• Owner avatar (bottom right)
• Flags — see the icon notes on Prospect Details

Click a card to open Details.

Everyday flows

Move a prospect: drag the card to another stage.

Only my book: turn on My Prospects.

Export a stage: download icon on the stage header.

Add a stage: Add Stage, then name it and pick a color.