Using the Sales Pipeline
The Sales Pipeline is SwiftlyCRM's core workspace for managing opportunities from first contact to closed deal. You can view it as a drag-and-drop Kanban board or a sortable list, depending on how your team works.
Pipeline Stage Flow
Deals progress through stages from left to right:
Navigating the Kanban Board
When you open the Pipeline, opportunities appear as cards grouped by stage. Each card shows the deal name, account, value, and assigned sales rep. Drag a card horizontally to move it to a new stage — the system automatically records a stage change event in that deal's history.
To open a deal's detail panel, click the card title. The panel slides in from the right without navigating away, so you can review or edit without losing your place in the board.
Switching Between Kanban and List Views
Click the view toggle in the top-right corner of the Pipeline page to switch between Kanban and List views. The list view is sortable by deal value, close date, probability, or last activity. Both views share the same filter state, so switching views preserves your active filters.
Filtering the Board
Use the filter bar at the top to narrow results:
| Filter | Options |
|---|---|
| Assignee | Any team member in your branch |
| Stage | One or more pipeline stages |
| Date Range | Expected close date window |
| Deal Value | Min / max amount |
| Tag | Any tag applied to the deal |
Filters stack — selecting both an assignee and a stage shows only that rep's deals in that stage. Click Clear Filters to reset.
Editing Stage Probabilities
Each pipeline stage has a default probability (e.g., Proposal Sent = 60%). To change these defaults for your branch, go to Settings → Pipeline → Stage Probabilities. You can also override the probability on an individual deal by editing the deal record directly. The override does not affect the branch default.
Logging Activities from the Board
Hover over any Kanban card to reveal a quick-action toolbar. Click the activity icon to log a call, email, meeting, or note without opening the full detail panel. The activity is immediately appended to the deal timeline and updates the Last Activity timestamp.
Understanding the Weighted Pipeline Forecast
The Analytics → Pipeline Forecast report calculates expected revenue by multiplying each deal's value by its current stage probability. For example, a $10,000 deal at 60% probability contributes $6,000 to the weighted forecast. Deals marked Closed Won count at 100%; Closed Lost count at 0%.
Stage History
Every time a deal moves between stages, SwiftlyCRM records the previous stage, new stage, the user who made the change, and a timestamp. View the full stage history in the deal's Activity Timeline by filtering for "Stage Change" events. Stage history cannot be edited or deleted.
Keyboard Shortcuts
| Shortcut | Action |
|---|---|
N | Open the New Opportunity form |
F | Toggle the filter panel |
S | Focus the search bar |
V | Toggle Kanban / List view |
Esc | Close the open deal panel |
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