Pipeline pelo celular

On the phone, dragging a card is imprecise and treacherous: the finger lets go in the wrong column and nobody notices. Here each stage is a list and advancing is a button — the same movement as the funnel, without the risk of the gesture. What you do here appears in the big-screen funnel right away, because it is the same engine.

The sales funnel in the hands of those out on the street: list by stage with advance, won, lost (reason in one tap) and the record of the contact just made — the four things the salesperson does standing up. It opens with YOUR portfolio; the whole funnel is desk work. — this is the role of the "Pipeline (mobile)" screen within the platform.

The phone button on the card opens the quick log: choose the type in one tap (call, meeting or note), write a line if you want — the note is optional — and save. It is made for the salesperson who just hung up the phone on the street: the contact enters the opportunity right away, through the same engine as the desk CRM, and the funnel reflects it immediately. A contact logged on the spot is worth more than Friday's report, which comes from memory and always forgets the ones that came to nothing.

Losing is part of the game; losing without recording why is throwing away the only thing the loss teaches. The reasons appear as buttons (one tap = reason + saving), taken from your company's Loss Reasons records — the same as on the big screen.

Next to the value of each opportunity appears how many days it has been stalled in the current stage — counted from entry into the stage, not from creation. It is the number the salesperson looks at first: an opportunity stalled for a long time either moves (Advance, Won) or goes out (Lost, with the reason in one tap). Each stage shows in its header the total number of opportunities and the sum of the values, which obey the "See Values" permission of your profile.

Because the pocket is the place for YOUR portfolio: at the customer's counter, what matters is what is yours. The "see all" button exists for those who coordinate — but if the screen opened that way for everyone, the salesperson would scroll through someone else's portfolio before finding their own.

"How does my funnel look right now, and what do I move from here?" — when that question comes up, this is the screen that answers it.