Pipeline AI on mobile
Move deals between stages with a swipe.
3 min read Updated 2026-04-24
Pipeline AI on mobile renders as a horizontal card stack, one stage at a time. Swipe left and right between stages; swipe up on a deal to move it forward; pull down to refresh.
- Tap a deal card for the full detail view: contact, notes, activity, tasks, next step.
- Tap "Move" to jump to any stage (not just the adjacent one).
- Create a new opportunity by tapping the + icon in the top right.
- Filter by owner, source, or custom field with the filter icon.