5 minutes to complete
What to do
- 01
Open Pipeline and begin with the highest-risk or highest-value signal rather than the first board column.
- 02
Confirm the deal's next action, timing, and decision maker.
- 03
Move the stage only when the conversation has genuinely progressed, then create the follow-through task.
Open the right place in Signum
If you get stuck
- If the board feels busy, return to signal view and start with stalled or overdue movement.
- A stage without a next action is not a plan—add the next commitment before leaving the deal.