🔒 Who can do this: These steps are for implementation team members tracking and progressing customer onboarding deals.

This article covers how to move onboarding deals through the implementation pipeline, log activity against them, track outstanding work with todos, and mark onboarding complete.

Drag a deal card from one column to the next. If the stage has entrance criteria, you'll be prompted to complete a short form before the move is confirmed.

From any deal detail page, you can log activities (calls, meetings, training sessions, etc.) against the deal. These appear in the deal's activity timeline.

Create todos directly from a deal record to track outstanding tasks. Assign them to yourself or another implementation team member, set due dates, and mark them complete as work is finished.

When onboarding is finished, move the deal to the final stage in your pipeline (Live, by default).

💡 Note: Firehose doesn't have a separate "complete" status beyond reaching the final stage — moving the deal there is how your team marks onboarding as done.