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.
3. Drag or move deals between stages as outreach advances.
4. Open a card anytime to return to enrich, contacts, and plan detail.