Video time: around 10 minutes
What is a Card?
A card is a visual, detailed representation of an activity included on your pipe.
Here are a few examples of what cards represent in different processes:
- In a sales pipeline, each card represents a new potential customer moving through all the phases of your sales process. From prospecting to closing the sale, all the information you gather throughout the process is stored within the card.
- In a purchase process, each card represents a request for an item to be purchased or a service to be hired.
Even though cards represent different things in different pipes, they're essentially pieces of information gathered to guide an activity.
In the video below, you will learn how to create cards and what it represents inside Pipefy: