Deals and Pipeline
Articles in Deals and Pipeline.
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Viewing the pipeline (Kanban) boardRead the base bont pipeline board — stages as columns, deals as draggable cards, value and rep-score per card, plus filtering and List/Board toggles.
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Opening the deal sheetEverything a single deal carries in one place — stage progression, activities timeline, products, competitors, signing contacts, files and metadata.
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Creating, editing, and moving deals between stagesHow to spin up a new deal, change its fields, and progress it through pipeline stages by drag-and-drop or from the deal sheet.