Sales Pipeline & Deal Kanban

Track sales deals, move qualified prospects through stages, and monitor revenue pipeline.

Default Deal Stages

Shakehand provides a customizable Kanban board with default stages:

1. Lead (Newly imported or contacted prospect)

2. Qualified (Positive reply received in Inbox)

3. Demo / Call Scheduled (Meeting booked with prospect)

4. Proposal Sent (Pricing proposal delivered)

5. Closed Won / Closed Lost (Final deal outcome)