Customizing Your Pipeline Board
Set up phases, views, and filters that match your bid process, then share them with your team.
Your pipeline is a board that tracks every opportunity from first look to award. This guide shows you how to shape the board around the way that your team pursues work.
Or just ask CLEATUS
Move every pursuit with a deadline in the next 14 days to Building Proposal
The agent moves pursuits between phases and edits their tags and due dates. You create and edit the phases yourself.
Before you start:
Add a few contracts first so you have cards to work with. See Adding a Contract to Your Pipeline.
Set up your board
Understand the phases
Open Pipeline > All Pursuits in the sidebar. Each column is a phase in your process. A new pipeline starts with Triage, Building Proposal, Proposal Submitted, Won, and Lost. Each column shows a live count and a total value.
Move a pursuit between phases
Drag a card from one column to another to change its phase. The counts and totals update at once.
Change the phases
Open Display and click Manage Phases. Drag the phases into a new order, click Add Phase, or edit a phase to change its name and color. To hide a column, use Hide in the column menu. Triage always stays first and cannot change. To delete a phase, first move its pursuits to another phase.
Choose a view and display options
In Display, select Board, List, or Calendar. Set the Ordering and pick the properties that each card shows. On the board, choose whether to show empty columns, overdue contracts, column totals, and phase colors. If your company uses custom fields, select them under Your fields to show them on each card or as list columns.
Find any pursuit
Type in the Search pursuits... box to jump to one opportunity. Use Filter to focus on a part of the board, for example one teammate, one tag, or one due date range.
Save and share the view
After you apply filters, click Save > Create new view.... Give the view a name, an icon, and a color. Turn on Share with team to show the view to everyone in your company. Teammates see the same pursuits, filters, and columns.
Tip:
Owners and admins can open Display on the All Pursuits view and click Set default for everyone. Set up the board once, so the whole team starts from the same layout.