Card View shows you where every lead and customer sits in your sales process: who needs a call, who needs a follow-up, and who's ready to close. In this lesson, you'll set up a sales pipeline in Card View and put it to work.
A smooth sales process moves each lead through clear stages. For example, a fitness coach might call new prospects to see if they want to get in shape, have time to train, and can afford the program. The ones who say yes become qualified leads and get offered a free session. When you track each person's stage, you always know the next step, and you can automate parts of the process.
The quickest way to get a ready-made pipeline is Deals. Click your profile icon, then Apps, and toggle on Deals and Companies. Apps need a Dynamic CMS package. Deals and Companies then show up in your navigation bar.
Go to Deals and click the Card View button. Your deals show up as cards in columns, one for each value of the Sales Stage field. The stages come preset, from New Prospect and Qualified Lead through to Closed (Won) and Closed (Lost). You can rename or reorder them to match the words your team uses.
Each deal has sales fields like Deal Value and Expected Win %, and Ontraport works out the Weighted Deal Value for you.
Click the gear to open the Card View settings. Add the fields you want on each card, like Deal Value, so high-value deals stand out. Use Sort Cards By to put the most important deals at the top. Then pick a color field for the left edge of each card. Recent Activity is the most common choice, and it helps you spot hot leads. Click Save.
When a deal moves forward, drag its card to the next column. That updates the Sales Stage field in the Deal record, and it can trigger any automation tied to that change.
You can also select cards and use group actions. Send an email or SMS, add them to an automation map, or set a tag or field value.
When you turn on Deals, Ontraport installs automations that run behind the scenes. They keep fields like Actual Close Date, Recent Activity and Weighted Value up to date, so your card colors change on their own. For example, Calculate Weighted Value updates a deal's weighted value from its Expected Win % and Deal Value. You can add your own automations that act on stage changes too.
Use groups to focus your view. For example, filter for deals won in the past seven days, or deals expected to close soon, to forecast results. Card View settings are saved for each user and each group, so every rep can keep their own view.
Your process might not be a classic sales pipeline. Say you pre-approve clients through an application. Create a dropdown field, like Application Review, with a value for each step: Application Received, In Review, Approved and Denied. In Card View settings, under Column Settings, click Add, then Create new field. Or create it in Contacts, then Settings, then Field Editor. Then choose that field for your columns.
Now build automations around it. Start with the trigger "A field is updated," and add the condition "Field is this value" to target one stage. For example, assign a task to a team member when an application moves to In Review, and send an approval email when it lands in Approved.
So: turn on Deals for a ready-made pipeline, set up your cards, drag deals forward, and let automations handle what happens at each stage. Or build your own stages with a dropdown field. Next up: Oversight.