Switching to the Pipeline View
Go to Deals and click the Pipeline or Kanban view button (grid icon, top right). The List view and Pipeline view show the same deals — just different layouts.
Reading the Kanban Board
- •Each column represents a pipeline stage (e.g., Lead, Qualified, Proposal, Won).
- •Each card represents one deal. The card shows: deal name, linked contact, deal value, expected close date, and owner avatar.
- •The column header shows the total count and total value of all deals in that stage.
- •Deals overdue (expected close date in the past) are highlighted in red.
Moving a Deal to a Different Stage
Drag a deal card from one column and drop it into another column. The deal's stage updates immediately. A timeline entry is automatically logged: 'Stage changed from [X] to [Y] by [User]'.
Filtering the Pipeline View
Use the filter button (top right) to filter the pipeline by:
- •Owner — see only your deals or a specific team member's deals.
- •Expected Close Date — focus on deals closing this month.
- •Deal Value — filter by value range.
Frequently Asked Questions
Can I have multiple separate pipelines for different products?
Currently Vedain has a single shared pipeline. Use a custom field like 'Pipeline Type' to segment deals within the single pipeline, and filter the view by that field.
How do I see the total value of my entire pipeline?
The total pipeline value is shown in the Reports section under Deal Reports → Pipeline Value. Each stage column header also shows the total value of deals in that stage.
Can I collapse stages I don't use?
You can hide stages by going to Settings → Deal Stages and deleting unused stages (after moving any deals out of them first).
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