Outreach/outreach/pipeline
Pipeline, drag deals between stages
A kanban of every prospect across six stages, Lead, Contacted, Replied, Meeting, Won, Lost, with a live funnel and reply rate on top.
Step by step
- 1
Read the funnel row
Across the top: a count per stage and your reply rate with the exact math shown, replied-or-later over contacted-or-later.
- 2
Drag a card
Drag any card between columns to change its stage, the column highlights "drop here". On touch, use the dropdown on the card instead. Manual moves go any direction, including out of Won or Lost.
- 3
Spot the signals
Cards show the venue, its type and location, a "re" badge when the prospect has replied, and how long since the last activity, "3d ago", "2mo ago", or "no activity".
- 4
Jump deeper
Header chips link to "Contacts", "List view", and "+ Discover". Stage changes you make here appear on each prospect's timeline as "Stage → …".
Tips
- ✓Automation only moves prospects forward (and never out of Won/Lost), you're the only one who can move a deal backward.
- ✓Long "no activity" gaps in Contacted are your follow-up list, or ask the Joe dock "Who's stuck in contacted?".
- ✓Columns cap what they render and show "+ N more", filter from Contacts when a stage gets deep.
What you'll actually see
- Every move is logged: the prospect's timeline gains a "Stage → Label" event marked manual, and Contacts reflects it immediately.
- If a drop fails to save, the board reverts and tells you: "Could not move the prospect."
- Replies move deals automatically, a prospect who answers shows up in Replied without you dragging anything.
▸Video scripta 60-120s narration you can record as-is
This is the Pipeline, every prospect, six columns: Lead, Contacted, Replied, Meeting, Won, Lost. The row on top is the funnel truth: counts per stage, and my reply rate with the math spelled out right there. The board reads fast. Each card: venue, type, location, and the two signals I care about, this little "re" badge means they've replied, and the timestamp shows how long since anything happened. Three months of silence in Contacted? That's my follow-up list. Moving a deal is just dragging: this venue booked a call, so, drag, into Meeting. The column says "drop here", the timeline logs "Stage → Meeting", and Contacts updates instantly. On a phone, the dropdown on the card does the same job. One thing worth knowing: automation only ever moves deals forward, when a reply comes in, the card advances itself, but only I can move one backward. The board never lies to make me feel better. That's the pipeline: glance, drag, done.