Pipeline
The pipeline is a board view of everything you’re actively working, grouped by stage. Move a card forward as the pursuit progresses, or open it for full detail.
Stages
Section titled “Stages”Every card belongs to a stage in the discover to package to propose to win workflow. Drag a card between stages, or update its status from the detail view.
Data separation
Section titled “Data separation”Each company sees only its own pipeline. Every read and write route is scoped to your account’s supplier record at the query level, not just hidden in the interface.
Related
Section titled “Related”Try this in the platform