workflow · Sales & CRM
Read the pipeline
Kanban view.
3 min to completepipelineUpdated 2026-05-26 · v2
Launch this workflow
Opens /leads/pipeline in your workspace
Why use this
You skim the pipeline kanban so you know what is in flight.
Benefits:
- Kanban-style at-a-glance view
- No drag rights needed
- Three-minute scan
Who this is for: Viewer. Time to complete: ~3 minutes.
Outcome
You know what is in the pipeline.
Steps
- Open /leads/pipeline.
- Skim columns.
Related
- help-leads-pipeline.