Dispatch & Work
Sales pipeline
Track leads and deals from first contact to won.
Overview
Move opportunities through stages on a kanban-style pipeline board. See collections, calendar, and personal work views so sales does not fall through the cracks before a job is booked.
What we're building
Leads that come in hot can go cold fast when there's no single place to track them, and deals fall through the cracks before they ever become booked jobs.
The sales pipeline moves opportunities through stages on a kanban-style board, with collection, calendar, and personal work views so nothing gets forgotten. You can see exactly where every deal stands from first contact to won.
This is for teams that sell before they schedule and want a clear handle on deals up to the moment a job is booked.
What you'll be able to do
- Track leads and deals from first contact to won
- Move opportunities through stages on a kanban board
- View deals in collection, calendar, and personal work views
- Keep sales from falling through the cracks
- Manage opportunities before a job is booked
Rollout plan
- 01
Kanban pipeline
CompleteMove opportunities through stages on a kanban-style board.
- 02
Multiple work views
CompleteSee deals in collection, calendar, and personal work views.
- 03
Pre-booking coverage
CompleteKeep deals tracked all the way from first contact to a booked job.
Milestones
- Complete:
Pipeline stages
Opportunities move through defined stages.
- Complete:
Kanban board
Deals are managed on a kanban-style board.
- Complete:
Collection, calendar, and personal views
Deals appear across multiple work views.
More in Dispatch & Work
How to send useful feedback
Name the blocked role
Product feedback is more useful when it names the owner, dispatcher, technician, office user, or customer affected.
Explain the workaround
Describe what your team does today and where the process fails under real work.
Define success
Share what would change after launch: time saved, fewer manual steps, cleaner records, or better customer follow-up.