# Follow up on quotes with the Sales board (pipeline)

> The Sales board shows every open request and quote as a card in its stage, with what it's worth and how long it's sat there. Drag a card to start a quote, send it, mark it approved, or mark it lost.

The **Sales board** is your sales pipeline at a glance: every open request and quote as a card, in columns from new request to approved. Each card shows what it's worth and how long it's been sitting, so you can see what needs a follow-up call today. You can move work along by dragging the cards.

## Open the Sales board

- Choose **Sales board** at the top of **Quotes** or **Requests**.
- Or search for "Sales board" or "pipeline" (see [Find anything](https://crewtavo.com/docs/getting-started/find-anything/)).

It's there for owners, admins, office staff and estimators. Moving cards takes a role that includes **Quotes and sales**, the same as changing the requests and quotes themselves. See [What each role can see and do](https://crewtavo.com/docs/team/roles-and-permissions/).

## The columns

| Column | What's in it |
| --- | --- |
| **New requests** | Requests nobody has booked an assessment for yet. |
| **Assessments** | Requests with an assessment booked or done. |
| **Drafting quote** | Quotes you haven't sent yet. |
| **Awaiting response** | Quotes the client has, including ones where they asked for changes (marked **Changes requested** in red). |
| **Approved** | Quotes the client said yes to that aren't a job yet. |

Each column shows how many cards it has and what they add up to. Quoted, converted and archived requests, and converted, lost and archived quotes, leave the board.

## Read a card

A card shows the request's or quote's title, the client, its number, and for a quote, its total. A quote that offers Good, Better and Best options shows "From $…", its cheapest option, with "3 options" beside it, until the client picks one.

The corner of each card says how long since anything changed on it: "today", or a number of days like "5d". Cards are in order with the longest-waiting at the top.

- At **7 days** the age turns amber.
- At **14 days** it turns red.

Those are the ones to call about. Click a card to open the request or quote.

## The numbers at the top

| Number | What it counts |
| --- | --- |
| **Open quotes** | What your open quotes add up to (drafts, awaiting a response and approved), with how many quotes and requests are on the board. |
| **Won (30 days)** | Quotes converted to jobs in the last 30 days, and what they came to. |
| **Lost (30 days)** | Quotes marked lost in the last 30 days, and what they came to. |
| **Win rate (30 days)** | Won, out of won and lost together. |

An approved quote doesn't count as won until it's converted to a job. For longer periods, where your leads came from and why you lost quotes, see **Metrics** in [See your money and how the business is doing](https://crewtavo.com/docs/billing/finance-and-metrics/).

## Move a card

Drag a card onto the next column to do that step:

| Drag | From | To | What happens |
| --- | --- | --- | --- |
| A request | **New requests** or **Assessments** | **Drafting quote** | Starts a draft quote from the request, the same as **Create quote** on it ("Quote started", with **Open**). |
| A draft quote | **Drafting quote** | **Awaiting response** | Opens the **Send quote** window, to email, text or copy its link. It moves once it's sent. |
| A sent quote | **Awaiting response** | **Approved** | Marks it approved in your name, the same as **Mark approved** on the quote. |

Other moves aren't possible from the board: a column that can't take the card doesn't light up. Booking an assessment is done on the request ([Take a request and book an assessment](https://crewtavo.com/docs/sales/requests/)), and making an approved quote a job is done on the quote ([Convert the quote to a job](https://crewtavo.com/docs/sales/when-a-quote-is-approved/#convert-the-quote-to-a-job)).

:::note
A quote that offers options can't be dragged to **Approved**: "Open the quote to pick the option they chose." Open it and choose **Mark approved**, and it asks which option they picked. See [Offer Good, Better and Best options](https://crewtavo.com/docs/sales/good-better-best-options/).
:::

If the client answered the quote while it sat on your screen, dragging it to **Approved** says "The client has already answered this quote.", with **Open** to look at it again.

## Mark a card lost or archived

While you drag a card, a box appears at the bottom of the board: **Drop here to mark lost** for a quote, or **Drop here to mark archived** for a request. Drop the card on it and confirm:

- A quote is marked lost, with the reason "Marked lost from the pipeline". "You can reopen it later from the quote." To give a real reason instead, open the quote and use **Mark as lost** there (see [If they say no](https://crewtavo.com/docs/sales/when-a-quote-is-approved/#if-they-say-no)).
- A request is archived. "It leaves the pipeline. You can reopen it from the request."

This works on approved quotes too, for a client who said yes and then backed out.

:::tip
If dragging doesn't work on your phone or tablet, tap the card to open it, and use the buttons on the request or quote instead. Every move on the board has one there.
:::

Source: https://crewtavo.com/docs/sales/sales-board/ (last updated 2026-10-28)