The pipeline board turns customer opportunities into a visible workflow. Use it when your team needs to see what is open, what is moving, and what needs follow-up.

What this guide helps you do

• Create and review opportunities from Customers.
• Track owner, stage, value, close date, company, and related person.
• Use board filters, selected deals, and AI summaries to focus pipeline work.

Before you start

• Define what counts as an opportunity for your business.
• Keep customer and company relationships connected to each opportunity.
• Know which stage, owner, value, and close date are realistic.

Do it manually

1. Open Customers and choose Pipeline.
2. Review stages, filters, and aggregate mode.
3. Create a new deal or open an existing opportunity.
4. Set related customer, company, owner, value, close date, and stage.
5. Drag or move opportunities as work progresses.
6. Open the related customer record before sending follow-up or changing outcome.

Ask Faster AI

• Summarize pipeline health for this week and highlight stale, high-value, and closing-soon opportunities.
• Create an opportunity from this customer inquiry with value, stage, owner, and next task for review.
• Review selected deals and suggest next actions without moving stages yet.

Review before saving or applying

• Check customer context before stage changes or follow-up.
• Use selected-deal previews for bulk moves.
• Keep opportunity value and close dates realistic so reports stay useful.

Common issues and fixes

• If the board looks empty, clear filters and check visible stages.
• If an opportunity is missing a customer, open it and attach the related person or company.
• If totals look wrong, check value fields, currency, hidden stages, and filters.

Customer 360 overview

For how opportunity activity should stay connected to the people and companies involved, read the Customer 360 overview. Customer 360: Every Interaction on One Timeline.

Referral systems for local businesses

For how referred leads should enter the same pipeline with source and referrer context preserved, read the referral strategy article. Referral Strategies for Local Businesses That Don't Feel Awkward.

Connected workflows

• Create a marketing campaign
• Create customer tasks and reminders
• Start a chat from Workspace
• Review revenue and pay-now activity

Placeholder media

• Screenshot placeholder: add an annotated screenshot of track opportunities and pipeline work with customer names, emails, phone numbers, amounts, file names, and private notes blurred.
• Video placeholder: add a short walkthrough that starts in Customers, shows the manual path, then shows how to ask Faster AI and review the result before saving, sending, merging, or assigning work.

Related help

• Set pipeline stages and owners
• Review stale opportunities
• Understand Customer 360

Use it in daily operations

• Before saving, confirm the customer, company, owner, lifecycle stage, and next action are correct for the business process.
• When AI helps with customer context, ask it to summarize the record and list assumptions so a teammate can review without exposing private details publicly.
• Use tasks, notes, saved views, or pipeline updates to turn customer context into an explicit follow-up instead of leaving it only in the timeline.