How to Move and Manage Pipeline Cards

Move a card

Drag the card to another step. The move is saved immediately and recorded in the card's history.

Open a card

Click a card to open Card Details. From here you can:

• Edit card: change the title, description, owner or revenue, then Save
• View contact to open the linked contact
• Use quick actions: AI Email to draft an email, Call, or add a Task

Card history

The History section shows every move, for example "Moved from Demo to Proposal", so you can see how a deal progressed.

Delete a card

Open the card menu and select Delete card, then confirm.

Tips

• Keep every card assigned to an owner so nothing falls through the cracks.
• Link cards to contacts so notes, tasks and bookings are one click away.