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CRM · 3 steps

Move deals through the pipeline

See every open deal by stage on a Kanban board, drag leads forward as they progress and keep an eye on the value in each stage.

1Open the pipeline board

Go to CRM → Pipeline. Each column is a stage, with the number of leads and their total deal value at the top. Each card shows the lead's name, source, deal value and who it's assigned to.

Scalar360 screen: Open the pipeline board
Numbered outlines show what to click, in order.

2Drag a lead to its new stage

Drag a card by its grip and drop it on another column — the stage updates straight away and is recorded in the lead's history. Click a card instead to open the lead.

Scalar360 screen: Drag a lead to its new stage
Numbered outlines show what to click, in order.

3Switch between pipelines and views

If you run more than one process — say retail and projects — each pipeline has its own tab; choose New pipeline to add one. Switch to List for a sortable table of the same leads, and use Manage to rename stages.

Scalar360 screen: Switch between pipelines and views
Numbered outlines show what to click, in order.
Convert a lead into a customer or quotationWhen a deal is agreed, turn the lead into a customer in one step — and, if you like, start their quotation straight away.Set up pipelines, sources and templatesShape the CRM to how you sell — your own stages and pipelines, lead sources and categories, and reusable email and WhatsApp messages.Log calls, meetings and notes on a leadKeep a full history of every conversation with a lead, plan the next tasks and move the deal along — all from the lead's page.

Still stuck? Contact our support team — or start a free trial to try this in your own company.