Open the board. Here is what you are looking at

The screen itself. What each column stands for, what a card tells you at a glance, and which movements happen without a hand on the mouse.

The pipeline board, its columns and a card being read

What it does

What is on the screen

Each column is one step in your process, in the order you set. A card sitting in a column tells you where that job stands.

The customer's name, what the job is worth and how long it has sat there. Enough to decide without opening it.

A booking or a payment can move a card while you are elsewhere. The card history says which workflow did it.

How it works

Open Opportunities. The board fills the screen, one column per stage.
Read left to right. The further right a card sits, the closer the job is to done.
Drag a card to the next column when the work moves on.
Click a card to open the contact behind it, with the calls and messages.

Worth knowing

A wide board on a small screen means scrolling sideways. Six stages is comfortable; twelve is not.
The board is only current if cards get moved. It shows what you told it, not what happened.
Cards moved by automation still need reading. Movement is not the same as progress.

Opportunity pipeline
What a pipeline is, before you look at the screen.

Which lead to work next
Using the board to pick who gets your next hour.

Contact management
The record that opens when you click a card.

Log in and open Opportunities. Read it left to right before you change a single stage name.