Pipeline Board
The kanban view of your pipeline.
Overview
The Pipeline Board shows opportunities as cards in stage columns. Drag a card to the next stage; if the stage has exit criteria they must be satisfied first.
When to use pipeline board
- Daily pipeline reviews.
Step by step
In the Crm module open Pipeline in the green navigation bar, then choose Pipeline Board under Opportunities.
Screenshot for this step has not been captured yet — run npm run docs:flow.
Screenshot for this step has not been captured yet — run npm run docs:flow.
Permissions
These permission keys control access (granted to roles in Administration → Roles & Permissions):
- crm.pipeline.create
- crm.pipeline.read
- crm.pipeline.update