🔒 Who can do this: The implementation board is available to members of an implementation team; you'll see it automatically if you're on one.

The implementation pipeline is a separate Kanban board for managing post-sale customer onboarding, built for implementation team members who manage customers after a deal is closed.

Implementation deals move through a pipeline of stages configured by your admin. The default stages are:

💡 Note: Each stage can have entrance criteria, notes requirements, and locked status, just like the sales pipeline.

Go to Deals in the sidebar. If you're on an implementation team, you'll see the implementation board. You can also navigate directly to Implementation Teams to view your team and stages.

Each deal card shows the customer company, associated contacts, and current stage. Click a card to open the full deal detail — including the activity timeline, todos, emails, and notes for that customer.