Answers
Pipelines: the deal board Keap does not give you
Flip on the Pipelines module and your Keap deals become an actual board: stages, values, days-in-stage with stale deals flagged orange, win rates, and a sortable table with every custom field as a column.
It stays fresh by itself
The board refreshes every 15 minutes, and the page updates itself without you touching F5. When a rep drags a deal through three stages before lunch, we record every hop with a timestamp. Keap keeps no stage history at all - we checked, thoroughly - so we built the memory it should have had.
Find any deal
The search box takes a deal name, a contact name, an email, or a phone number in any format. Type what you know; it figures out what you meant.
Board settings
Every Keap account has different custom fields, so YOU pick which ones matter - and what color each value wears - in Board settings at the bottom of the board. Mark deals won or lost, move stages, and add notes right from the deal card, in bulk if it is that kind of day.