Delivery pipeline for light project management

The Delivery Pipeline lets you track won deals in the post-sales cycle in a simple and interactive Kanban view.

Choose whether clicking a deal card should open a deal or a contact.

Go to Pipeline →  click on the downward arrow next to the Pipeline name → select Delivery Pipeline.

Use multiple pipelines to represent different delivery workflows. Most teams only need one, unless their processes vary.

Add a Delivery pipeline

A deal can be added to the Delivery Pipeline by creating a new deal from a contact or directly in the pipeline.

Open a contact → click on the + Deal button →  select a Delivery Pipeline from the dropdown.

Go to Pipeline, find a won deal in the Won column → click ‘Move’ on the deal card and select the Delivery Pipeline.

Alternatively, you can edit a deal to change the Pipeline they are assigned to.

Open the contact with a deal you wish to delete → find the deal → click the 3-dot menu, and select Delete deal.

Open the contact with a deal you wish to archive → find the deal → click Archive deal.

Go to Pipeline → select a deal card and simply 'drag and drop' it to the top of the page over Archive.

Alternatively, you can also click on the Archive icon on the Deal card.