Card shortcuts: quick panel, right-click and pin to top

The pipeline board is made for working without opening and closing screens. Three shortcuts save most of the clicks.

Quick panel

Click a card to open a side panel with the customer's key details. You can check the context and return to the board without losing your place.

Right-click menu

Right-click any card to:

• create a reminder;
• add a voice note;
• assign a tag, source or pipeline;
• change the priority;
• view the full profile or edit it;
• pin it to the top or remove it from the pipeline.

Pin to top

Pin the deals that need attention so they always stay at the top of the column. It is useful for the week's big proposal or for the customer who asked for an urgent callback.

New customer without leaving the board

When someone calls asking for a quote, create the customer right in the pipeline, already in the right stage.

Example

At Auto Prime, the attendant gets a fleet quote request, creates the customer on the board, pins the card to the top and creates a reminder for the next day with a right-click. All in less than a minute.

tripaulx AI agents

tripaulx AI agents work on the same board. When a card shows up one stage ahead or with new tags, it was the CRM Manager organizing the pipeline from the conversations. The reason is in the history, and you can correct it with one click if you disagree.