Pipeline

Track your deals on a Kanban board in Notfy: funnel stages, indicators, tasks, win and loss recording and filters by period and salesperson.

The Pipeline is the Kanban board of your deals. Each card is a lead moving through the funnel stages, with value, owner, tasks and indicators at the top of the screen.

​

When to use

Use the Pipeline every day to move deals, record wins and losses, create follow-up tasks and see how much revenue is forecast.

To see and edit leads in table format, click Go to Table at the top of the screen. To add a new deal, use Add deal.

​

Funnel stages

The board columns are your team’s funnel stages, in the configured order. Each stage has a type:

Type	Meaning
Open	Deal in progress.
Won	Deal closed.
Lost	Deal closed without a sale.

Whoever administers the account customizes the stages in General Settings, Pipeline tab, Funnel Stages section. For each stage you define:

Field	What it is for
Stage name	Column title.
Type	Open, Won or Lost.
Color and Icon	Appearance of the column.
Initial stage	Where new leads enter.
Triggers AI summary	Generates a summary of the conversation when the lead reaches this stage.
Scheduling stage	Stage linked to scheduled meetings.
Signature stage	Stage linked to documents sent for signature.

Each column shows the total value of the cards in it.

​

Indicators at the top

The indicators consider only the cards in the current filter. Some only appear when there is data or configuration.

Indicator	What it shows
Deals	Number of deals in the period.
Overall Conversion	Won divided by total.
Average Cycle	Time to closing.
Forecast Revenue	Value of open deals weighted by probability.
Average Ticket	Average of won deals.
Hot, Cold and Neutral Leads	Count by sentiment detected by the AI. Appears when there are classified leads.
Stale Deals	Open deals without progress beyond the defined limit. Appears when the limit is configured.
Overdue Tasks	Tasks past due. Appears when there are any.
Monthly Goal	Progress against the monthly revenue goal. Appears when the goal is configured.
Awaiting Signature and Value in Signature	Appear if the team has a signature stage.

The stale deal limit (Stale Deal Alert, in days) and the Monthly revenue goal are in General Settings, AI tab, CRM / Kanban section. Leave the alert empty to disable it.

At the bottom, the Pipeline conversion chart shows the distribution of cards by stage.

​

Filters and search

• Period: 7 Days, 15 Days, 30 Days (default), 90 Days or All, by the lead’s creation date.
• Search: the Search leads… field looks up lead data.
• Filter by Emotion: Hot, Cold or Neutral.
• Filter by Salesperson: choose an owner or All salespeople.

​

Work with the cards

1. Move between stages

   Drag the card to another column. When dropped on an open stage, the change is saved and the confirmation Status updated! appears.

2. Open the details

   Click the card to open Deal Details, where you edit the lead’s data.

3. Create tasks

   Use New task to record a follow-up (see below).

Cards can show the time stuck in the stage, SLA Exceeded or SLA on Time notices, the sentiment (hot, cold, neutral), the main objection detected and the value.

​

Details fields

Field	Description
Lead Name	Contact name.
Lead Source	Where the lead came from.
Estimated value	Feeds the forecast revenue and the average ticket.
Probability	Chance of closing, used in the forecast revenue.
Expected Close Date	Expected closing date.
Phone and Email	Contact details.
Conversation Protocol	Links the lead to the Chat conversation.
Notes	Free-form notes.

​

Tasks

In New task you fill in:

Field	Description
What needs to be done?	Description of the task.
Approach script (optional)	Suggestion on how to conduct the contact.
Due Date	Due date.

Tasks can be edited, completed or deleted. Overdue ones go into the Overdue Tasks indicator.

​

Record a win

When you drop the card on a stage of type Won, the win confirmation opens with the question How would you like to proceed?:

• New Registration: creates a customer from the lead’s data.
• Link Existing: choose the customer in Select Customer.

​

Record a loss

When you drop the card on a stage of type Lost, Record loss opens. Enter the Loss reason and, if you wish, Details (optional).

Reason
Price / budget
Chose a competitor
No budget
No response / disappeared
Not a fit
Bad timing
Other

The reasons feed the loss reasons chart of the Dashboard and the Lead Report.

​

AI analysis

The Analyze with AI button on the card asks the AI for a score for the lead, the suggested next action and the detection of sentiment and objection in the conversation. The result takes a few seconds to appear and consumes AI credits.

In General Settings, AI tab, CRM / Kanban section, you can also turn on the automatic summary when moving a lead to Negotiating, which consumes 1 AI credit per summary, and the Automatic lead scoring.

​

Frequently asked questions

I dragged the card to Won and a window opened. Is that normal?

Yes. Won and lost ask for information before saving. If you cancel the window, the card does not change stage.

Do the indicators change when I switch the period?

Yes. They always reflect the visible cards with the current filters.

I don't see Stale Deals or Monthly Goal

These indicators only appear when the stale deal alert and the monthly goal are configured in General Settings.

​

See also

General settings

Funnel stages, monthly goal and stale deal alert.

Leads

Lead registration and table.

Lead Report

Conversion, revenue and loss reasons in the period.

Chat

Create leads straight from conversations.