Pipeline

Pipeline is the kanban-style view for active proposal work. It shows records by stage and gives the team a quick way to see what is moving, what is blocked, and what needs attention.

Open it at proposals.anc.com/pipeline.

When to use it

• You want a stage-based view of active proposal work.
• You need to review what is in draft, approved, signed, won, or blocked status.
• You want to open the right proposal or estimate from a board view.
• You are preparing for a pipeline review.

What you see

• Cards for active proposal and estimate records.
• Client, venue, city, document mode, screen count, and total value where available.
• Stage columns based on proposal status.
• Quick navigation into the full project or estimator workspace.

How to use it

1. Open Pipeline.
2. Review each stage column.
3. Open a card to see the project or estimate.
4. Move work forward from the underlying workspace: update scope, pricing, SOW, or final export.

What to check during a review

• Which proposals are still drafts.
• Which records have not been updated recently.
• Which estimates need a next action.
• Which signed or approved items should be handed off.

See also

• Projects
• Estimator
• Everything Lands in the CRM Automatically