Pipeline (Kanban)

Proposals are organised by status, in columns you can drag.

Created → Sent → Negotiation → Won / Lost

Each proposal is a card; drag between columns to change status.

How it works

• Dragging a card between columns changes the status (records who and when).
• Each column shows the total at the bottom.
• Dropping into Lost prompts for the loss reason.
• Won/Lost proposals are locked (read-only).
• High-value proposals may require manager approval before advancing.

Reopen

On a closed proposal, Reopen puts it back into Negotiation and unlocks the lines.

List view

Prefer a table? Switch to List at the top of the module - same data, a different read.

➡️ Next: Export PDF · back to Proposals.

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