# Workflows Customizable sales pipelines with custom stages and drag-and-drop organization. Visual Kanban or spreadsheet views. Track pipeline value, conversion rates, and time in each stage. ## Creating Workflows **Workflows** → **New Workflow** → Enter name, description, and color. **Default Workflow:** Auto-assigned to new projects (set in Company Settings). **Custom Workflows:** For specific project types. Unlimited. ## Managing Stages Click **Add Stage** → Enter name, description, color, and order. Common stages: New Lead, Qualified, Site Visit, Quote Sent, Negotiating, Signed, Permits, Installation, Complete, Won/Lost. **Reorder:** Drag & drop stage headers or set position numbers. **Edit:** Click stage settings (⚙️) → Modify → Save. **Delete:** Click settings → **Delete Stage** → Move projects first. ## Views **Kanban:** Visual board with draggable cards in stage columns. Customize card fields (customer, system size, value, assigned to, etc.). Drag cards to move between stages. **Spreadsheet:** Table view with sortable/filterable columns. Select columns to display, export to CSV/Excel, bulk actions. Toggle: Click **Kanban**/**Spreadsheet** tab or press `K`/`S`. ## Moving Projects **Drag & Drop:** Drag cards to new stage in Kanban view. **Bulk Move:** Select multiple (Shift+click or checkboxes) → **Bulk Actions** → **Move to Stage**. **Move All:** Stage settings → **Move All Projects** → Select destination. **Change Workflow:** Project details → **Change Workflow** → Select workflow and stage. ## Searching and Filtering Search by customer, project, location, or system size (instant results). Advanced filters: customer, assigned to, date range, value, system size, tags, custom fields. Combine with AND/OR logic. Save as reusable views (personal or team). Sort by date, value, name in Kanban or click column headers in Spreadsheet. Multi-column sort with Shift+click. ## Analytics Track projects per stage, average time in stage, conversion rates, drop-off rates. View total pipeline value, value per stage, average sales cycle, and bottlenecks. Generate reports for pipeline health, win/loss, team performance, and forecasting. ## Best Practices Use 5-10 specific stages (e.g., "Site Visit Scheduled" not "In Progress"). Update promptly. Add notes for losses. Assign project owners. Weekly pipeline reviews. ## Multiple Workflows Create separate workflows for residential vs commercial, different project types, or different teams. Use descriptive names. Set default assignments. Filter across workflows. ## Automation Set stage-based triggers: create tasks, send notifications, update fields when projects move stages. ## Troubleshooting **Projects not moving?** Check permissions or use project details page. **Stages not reordering?** Try manual order numbers or clear cache. **Filter not working?** Clear conflicting filters and check date ranges. **Missing projects?** Clear all filters or search by customer name. --- **Next:** [[Tasks]] for managing action items across your pipeline.