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Pipeline shows your conversations on one board. Each stage is a status, and you drag a card to move the person to another stage.
  • Kanban shows each stage as a column, with the total deal value of the people in it.
  • Table lists everyone, with filters for stage, tags, network, account, deal value, reply state, and whether you’ve messaged them yet.
The board shows people In pipeline: the ones who have a status. Switch to All threads to see everyone, then set a stage to bring a conversation in. To add, rename or delete stages, select Manage statuses or open Settings → Statuses. You can reorder and collapse stages on the board too. People from a disconnected account are locked until you reconnect it.