CRM Pipeline Page

v1.0.0·Added in 1.0.0

A CRM deals pipeline page: pipeline switcher, search and filters, a board or list with totals, a deal sheet and a new deal dialog.

Switch the pipeline from the title (B2B sales or Partnerships; a bottom sheet on phones): the filters reset, the view stays. Pick a close date range in the header (This month, Next month, This quarter, Next 90 days, or two months of days; clear it with its ×). Type in the search to find a deal by title, company or contact, press Mine, No activity 14+ days or Over $10,000, and Clear filters to reset; the new count is announced. The board's own toolbar switches Board and List, filters by owner chips and hides or shows the won and lost columns; its summary follows the filters. Drag a card to another stage (long press on touch, or focus it and use Space and the arrows), or use its ⋯ menu (Move to, Mark as won, Mark as lost, Open, Delete). A drop on Lost asks for the reason first. Moves save optimistically; a failed save springs the card back with a toast. + Add deal under a column adds one by title. Click, tap or press Enter on a card to open its sheet (from the right, a tall bottom sheet on phones): rename it inline, change the value, stage, close date and owner, read the contact and the details, write a note (⌘ Enter adds it) and read the activity; Save appears once something changed, Mark as won and Lost close it (the reason dialog requires a reason), Reopen brings a closed deal back, ⋯ deletes it with an undo toast. Closing the sheet with unsaved changes asks Discard your changes? first; Escape closes it and focus returns to the card. New deal (or + on phones) opens a validated form: title, a company combobox that can add a new company, its contacts, value, stage, close date (30 days out by default) and owner; the new deal lands in its column. Sections rise in once on mount; reduced motion keeps everything still.