Pipeline

The Pipeline is a kanban board of your deals. Each column is a stage; each card is a deal with a value and (optionally) a client. You drag deals left to right as they move toward won or lost.

The same stage model powers the agency sales pipeline and the service-pro job-status board — so if your vertical calls it something else, it’s still this board.

Reading the board

Open Pipeline from the sidebar. At the top you get a quick summary:

Open value — the total value of all deals that aren’t yet in a won or lost stage.
Won this cycle — the total value of deals currently sitting in a won stage.
A count of active deals and stages.

Stages render left to right in their configured order. Won and Lost stages are tucked into a collapsed Closed deals section at the bottom, since they’re outcome buckets rather than active work — click to expand them.

Each deal card shows its title, the client name (if linked), the deal value, and an expected close date if one is set. A colored left border matches the deal’s current stage color.

Add a deal

Adding a deal happens right inside a column — no modal:

In the stage you want, click + New deal.
Enter a deal title (required).
Optionally pick a client from the dropdown and enter a value in dollars.
Click Add deal.

Move a deal between stages

Two ways:

Drag and drop the card onto another column. The card jumps immediately — VertaFlow saves the move in the background.
Use the Move → dropdown at the bottom of the card and pick the target stage. Handy on touchscreens.

Customize your stages

Stages live in Settings → Pipeline. There you can:

Add a stage (it lands at the end of the board).
Rename and recolor a stage. The color is what tints the cards and column header.
Reorder stages with the up/down controls.
Flag a stage as Won or Lost — these get the outcome treatment on the board and feed the “Won this cycle” total.