Skip to main content
The Pipeline board gives you a Kanban view of all active submissions and deals, organised by stage. It’s the fastest way to see where everything stands across your team and move things forward without digging into individual records.
1

Open Pipeline

Click Pipeline in the main navigation.
2

Review the columns

The board loads with a column for each deal stage. Each card shows the candidate name, company, job title, and deal value at a glance.
3

Choose your view

Use the My Placements and All Placements tabs at the top of the board to toggle between your own deals and the full team pipeline.

​
Moving Deals by Drag and Drop

You don’t need to open a record to advance a deal through the pipeline. Simply drag a card from its current column and drop it into the new stage column. Connekt updates the submission or deal status automatically — no separate save required.
Dragging cards is the fastest way to run a daily pipeline review. Work through each column left to right and move anything that’s progressed since your last check.

​
Commission Drawer

Clicking any card opens the Commission Drawer, a side panel where you can view and manage the financial details of a deal without leaving the board.

Fee Splits

View and edit how the placement fee is divided between contributing recruiters. Changes here are reflected immediately on the Placement record.

Deal Probability

Set a percentage likelihood that the deal will close. This figure feeds into pipeline forecasting so your revenue projections reflect reality.

Estimated Value

Override the fee amount with a custom estimated value. Use this when the final fee isn’t confirmed yet but you want accurate pipeline numbers for reporting.

​
Filtering the Board

Use the filter controls at the top of the board to narrow down what you see.
The ownership view filters are especially useful for large teams where the full pipeline board can be overwhelming. Filtering to your own companies or candidates keeps your focus on the deals where you can take action.