How do I create a pipeline and move deals?

Under “Pipelines” → “Manage pipelines”, you create a new pipeline from a template: Sales, Partnerships, Recruiting or Investment. Stages can be freely named and reordered. You create opportunities with “+ Opportunity” and drag and drop them into the next stage.

1. 01Open “Pipelines” and click “Manage pipelines”.
2. 02Under “New pipeline from template”, choose a template and rename the stages where needed.
3. 03Click “Done” and create the first deal with “+ Opportunity”.
4. 04Drag the card to the next stage. When you move it to a Lost stage, Peak asks for the reason.