Use Pipeline

Pipeline is your working board for plans you are actively pursuing. Add from Matched, All Plans, Map, or the plan drawer, then move cards as the deal progresses.

1. Add a plan to Pipeline from the plan row or drawer.
2. Open Pipeline from the sidebar to see stages. Filter by Owner (Everyone / Me / a teammate).
3. Move deals between stages as outreach advances. Firm Owner/Admin or the current owner can reassign Owner.
4. Open a card anytime to return to enrich, contacts, and plan detail.