A pipeline should show you where every deal stands de relance - not bury you in clutter. SalesSheet gives you a quadro Kanban with collapsible stages, instant search that scrolls directly to the matching deal, saved views for different fluxos de trabalho, and support for multiple pipelines para que vocêr processo de vendas, partnerships channel, and onboarding funnel each get their own space.
quadro Kanban with 8 real stages (Lead/New, Qualified, Discovery, Proposal, Negotiation, Closing, Won, Lost), collapsed stages, search with scroll-to-highlight, saved views dropdown, and pipeline selector
Every equipe de vendas works differently. SalesSheet gives you the flexibility to build um pipeline that matches how you actually sell.
See todo o seu pipeline as a arrastar e soltar quadro Kanban. Each stage is a column, and deals are cards você pode move between stages with a quick drag. Collapse stages you do not need to see right now - like "Won" and "Lost" - to focus your screen real estate on active deals. Expand them anytime com um clique. The default pipeline ships with eight stages (Lead/New, Qualified, Discovery, Proposal, Negotiation, Closing, Won, Lost) and each card shows valor do negócio, contact name, owner avatar, and priority badge. Rename, reorder, or add stages at any time with the Manage Stages dialog.
Type a deal name, contact name, or company into o pipeline search bar and SalesSheet instantaneamente finds the matching card - even across collapsed stages. The board automáticoally scrolls to the right stage column and highlights the matching deal card with a visible glow effect. No more scanning every column trying to find one deal among hundreds. Search, find, click - three seconds flat.
Create separate pipelines for different workflows - one for new business, another for renewals, a third for partner referrals. Each pipeline has its own stages, its own deal cards, and its own settings. Within any pipeline, save filtered views like "My Deals," "Negócios Fechando Este Mês," or "Stale Deals Over 30 Days." Switch between views with a single click to see exactly the slice of your pipeline that matters right now.
Define the stages that match your actual processo de vendas. Start with the default template (Lead/New, Qualified, Discovery, Proposal, Negotiation, Closing, Won, Lost) or create completely custom stages. Reorder them with arrastar e soltar, set default probabilities for forecasting, and choose which stages to collapse by default. You can add, rename, or remove stages at any time without losing deal data - deals in removed stages are moved to a stage you choose.
Create a new deal from the quadro de pipeline, from a registro de contato, or from the quick-add button anywhere in SalesSheet. Assign it to a stage, set the valor do negócio and expected close date, and link it to a contact and company. As the deal progresses, drag its card from one stage to the next. The timeline tracks every stage change with timestamps, so você pode see exactly how long deals spend in each phase of your process.
Use o pipeline search bar to find any deal instantaneamente - the board scrolls to the matching card and highlights it. Apply filters to narrow the board to specific owners, date ranges, valor do negócios, or tags. Save any filter combination as a named view so você pode switch between "All Deals," "My Pipeline," and "High-Value Closing This Quarter" com um clique. Each view remembers which stages are collapsed and which are expanded.
A clear pipeline is the difference between knowing where seus negócios stand and guessing. SalesSheet gives you the visual clarity, search speed, and flexibility to manage any processo de vendas. Comece seu teste grátis and build seu pipeline em minutos.
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