Card

A card is a visual, detailed representation of an activity included on your pipe.

In order to illustrate how a card represents an activity in your processes, here are a few examples:

• In a sales pipeline, each card represents a new potential customer moving through all the phases of your sales process. From prospecting to closing the sale, all the information you gather throughout the process is stored within the card.

• In a purchase process, each card represents a request for an item to be purchased or a service to be hired.

Even though cards represent different things in different pipes, they're essentially pieces of information gathered to guide an activity.

Cards move laterally from left to right through the phases of your pipe. Your pipe will probably have a few phases for your cards to go through, therefore it’s normal to see different cards in different phases of your process simultaneously.