Pipeline Board (Kanban View)
The Pipeline Board is the visual heart of the Opportunities section in QuantixOne CRM. It displays all your deals as cards organized in columns — one column per stage. Your team can see the entire sales funnel at a glance, and move deals forward simply by dragging and dropping.
Navigating to the Pipeline Board
Click Opportunities in the left sidebar to open the Opportunities section. The default view is the Pipeline Board (Kanban view).
Click Opportunities in the sidebar to open the Pipeline Board.
Reading the Board
The board displays your currently selected pipeline. Each column represents a stage in your sales funnel (e.g., Qualification, Proposal, Negotiation, Closed). Each card represents a deal.
Each deal card shows:
- Deal Name — The name of the opportunity.
- Contact Name — The linked contact or prospect.
- Deal Value — The projected contract amount.
- Owner — The sales rep assigned to this deal.
- Priority Badge — A colour-coded indicator (Low, Medium, High, Urgent).
- Tags — Labels applied to this deal.
Switching Between Pipelines
If your location has multiple pipelines (e.g., Enterprise Sales, SMB Pipeline), use the Pipeline dropdown at the top of the board to switch between them.
Filtering the Board
Use the Filter options at the top of the board to narrow down which deals are shown:
- Owner — Show only deals assigned to a specific team member.
- Stage — Focus on one stage at a time.
- Status — Show Open, Won, Lost, or Abandoned deals.
- Source — Filter by how the deal came in (WhatsApp, Form, Manual, etc.).
- Tags — Show only deals with specific tags.
- Search — Find a deal by name or company name.
Moving Deals Through Stages
As a deal progresses through your sales process, drag the deal card from its current column to the next stage.
Click and hold a deal card, drag it to the target stage column, and release.
The deal is instantly updated. QuantixOne records the time of the stage change so you can track how long deals spend in each stage.
Note: You can move a deal backward or forward to any stage — not just the next one in sequence. This is useful when a deal regresses or needs to be repositioned.
Moving a Deal from the Deal Detail Page
You can also change a deal's stage from inside the deal itself. Open a deal and use the Stage dropdown at the top of the deal page to select a new stage.
Stage History
Each time a deal moves to a new stage, the change is recorded in the deal's audit history. To see when a deal last moved, open the deal and scroll to the Activity Log section at the bottom of the page.