Manage Pipeline - Apers Documentation

The Deal page offers three ways to view your deals. Choose the one that fits your workflow.

View Options

Cards

view

Displays each deal as a card. This makes it easy to see deal details at a glance.Best for: Quick browsing and visual overview.

Table

view

Displays deals in a spreadsheet-style table with rows and columns.Best for: Users with many deals who need to scan and sort quickly.

Kanban

view

Displays deals in a CRM-style board with columns for each stage.Best for: Managing your deal pipeline and tracking progress.

Kanban view organizes deals into stages:

Stage	Description
New	Deals you just added
In Review	Deals you’re actively analyzing
Pass	Deals you decided not to pursue
Invest	Deals you’re moving forward with

Switch to Kanban

Click the Kanban view option on the Deal page.

Drag and drop

Move deals between columns as their status changes.

See your pipeline

Get a clear view of where all your deals stand.

Kanban view makes it easy to see your entire pipeline at once and manage deal flow.