The Pipeline page shows every order (deal) as a card in a stage. Move each customer through your pipeline as things happen — from new lead, through negotiating and payment, to completed.
- Create an order with product, quantity, price and total — payment and delivery status start alongside it.
- Change the stage right from the card as the deal progresses.
- Stage follow-ups: moving a deal can suggest the matching next step (for example, a payment reminder when an order is awaiting payment).
A healthy habit: run through the pipeline once a day and ask each card one question — what is the next action?If there isn’t one, set a follow-up reminder.
Related Guides
Still stuck? Contact us — a real person reads every message.