Convert a flat list of deals into a sales Kanban board so each prospect becomes a card and reps can see every opportunity at a glance.
What's Included
- Deal-to-card conversion: Each prospect becomes a trackable card.
- Pipeline stages: Cards move through Lead, Qualified, Proposal, and Won.
- Deal detail: Value, contact, and next step stay on every card.
- Forecast view: See deal volume in each stage instantly.
How To Use
- Paste your deal list into a new Taskade project.
- Run the AI converter to turn each deal into a card.
- Sort cards into pipeline stages and assign reps.
- Advance cards as deals progress toward closing.
Keep your pipeline moving by combining this with automations and other convert tools that nudge reps when deals go quiet.