12. Sales pipeline
The sales module is your CRM-lite for tracking deals — and a deal is a project on a sales step.
- Sales → Pipeline — every project whose current step belongs to the sales department (Prospection … Signed on the classic pipeline, Prospection … Won on the Solution flow), grouped by step, with the same cards and filters as the Projects list (the Department filter is preset to Sales and Unassigned rows are left out). Leads captured by a marketing form appear here first.
- Sales → Funnel — the same rows counted by sales step, grouped by source.
- Create — a project on a sales step, from the Pipeline page or
NP.
When a deal is won and moves to an engineering step it leaves this board and shows up under Administrative → Projects; nothing is copied or converted — it is the same project seen from the next department (see Where a project lives). Each card shows its step and a department chip.