The implementation pipeline is a separate Kanban board for managing post-sale customer onboarding. It is designed for implementation team members who manage customers after a deal is closed.
How it works
Implementation deals move through a pipeline of stages configured by your admin — for example: Kickoff → Discovery → Configuration → Training → Go-Live → Complete. Each stage can have entrance criteria, notes requirements, and locked status, just like the sales pipeline.
Accessing the board
Go to Deals in the sidebar. If you are on an implementation team, you will see the implementation board. You can also navigate directly to Implementation Teams to view your team and stages.
Deals on the board
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.