Pipeline
Track deals through your sales pipeline with Kanban and table views.
Overview
The pipeline is where you track active sales opportunities from first contact through close. Aggrandize gives you two ways to view your deals: a visual Kanban board and a detailed table.
Kanban view
The default view shows deals as cards organized in columns by stage. Drag and drop deals between stages as they progress.
Each deal card shows:
- Deal name
- Dollar value
- Priority (Low, Medium, High)
- Linked contacts and companies
- Expected close date
A metrics bar at the top shows total pipeline value, deal count per stage, and average deal size.
Table view
Switch to table view for a detailed, sortable grid of all deals. Columns include deal name, value, stage, priority, close date, owner, and linked contacts/companies.
Sort by any column and use filters to focus on specific segments of your pipeline.
Pipeline stages
Deals move through stages that represent your sales process:
Prospecting → Qualification → Proposal → Negotiation → Closed Won or Closed Lost
Your organization can customize these stages to match your workflow.
Creating deals
Manual entry
- Click New Deal
- Enter the deal name, value, stage, priority, and expected close date
- Link contacts and companies
- Click Save
From contacts
Select one or more contacts and click Create Deal to start a new opportunity linked to those people.
Deal details
Click any deal to see its full profile:
- Overview — name, value, stage, priority, close date, description
- Contacts — people involved, each with a role (Decision Maker, Project Manager, Estimator, etc.)
- Companies — organizations involved in the deal
- Emails — email threads linked to this deal
- Tasks — follow-ups and action items
- Activity — timeline of changes and interactions
Deals are most useful when they're well-connected. Link contacts with their roles, associate companies, and attach email threads. These relationships form the relational graph that powers the AI assistant — the more connected your deals are, the more the assistant can help.
Bulk actions
Select multiple deals to:
- Move to a stage
- Change priority
- Assign an owner
- Delete
Filtering and search
Filter deals by:
- Deal name
- Stage
- Priority
- Value range
- Linked contact or company
- Owner