Help centre / Win work

Pipeline (opportunities)

A drag-and-drop board of every deal and where it stands.

Available on all plans

What it is

Each card is a potential piece of work with a value. Columns are stages from enquiry to won or lost.

When to use it

  • Tracking which enquiries could become paid work.
  • Forecasting likely income.

How to do it

  1. Open Pipeline and choose New deal.
  2. Pick the contact, value and stage.
  3. Drag cards between columns as things progress.
  4. When marking a deal lost, choose a loss reason — it feeds your win/loss chart.

Good to know

  • Winning a deal is the ideal moment to create a proposal or project.

Still stuck? Read troubleshooting, or sign in and open Help & support.