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Pipeline Overview

Pipelines represent your sales process. Each pipeline has stages that a lead progresses through, from first contact to won or lost.

What is a Pipeline?โ€‹

A pipeline is a named sequence of stages. For example:

New Lead โ†’ Contacted โ†’ Proposal Sent โ†’ Negotiation โ†’ Won / Lost

You can have multiple pipelines โ€” one per product, service, or market segment.

What is a Stage?โ€‹

A stage is one step in a pipeline. Each stage has:

PropertyDescription
NameThe stage label (e.g. "Proposal Sent")
ColorVisual color for the Kanban column
Win StageToggle โ€” leads in this stage are "won"
Loss StageToggle โ€” leads in this stage are "lost"
Sort OrderPosition in the pipeline (drag to reorder)

Creating a Pipelineโ€‹

  1. Go to Pipeline โ†’ Pipelines in the sidebar.
  2. Click New Pipeline.
  3. Enter a Name and optional Description.
  4. Toggle Default Pipeline if this should be the default for new leads.
  5. In the Stages section, click Add Stage for each stage:
    • Enter stage name
    • Pick a color
    • Toggle "Win Stage" for your success stage(s)
    • Toggle "Loss Stage" for your failure stage(s)
  6. Drag stages to reorder them.
  7. Click Save.

Editing a Pipelineโ€‹

  1. Go to Pipeline โ†’ Pipelines.
  2. Click the edit icon on the pipeline row.
  3. Change the name, description, or stages.
  4. Add, edit, or remove stages.
  5. Click Save.

โš ๏ธ Removing a stage will unset the pipeline stage for all leads currently in that stage. They will remain in the pipeline but without a stage.

Default Pipelineโ€‹

Mark a pipeline as Default to have it pre-selected when creating new leads. Only one pipeline can be the default at a time.

Assigning a Lead to a Pipelineโ€‹

When creating or editing a lead:

  1. Select a Pipeline from the dropdown.
  2. Select a Stage from the dependent dropdown.

The lead will appear on the Kanban board for that pipeline.

Moving Leads Between Stagesโ€‹

You can move leads between stages in two ways:

  • Drag and drop on the Kanban board
  • Edit the lead and change the Stage field

When a lead moves to a Win Stage, its status is set to Converted. When moved to a Loss Stage, its status is set to Lost.

Deleting a Pipelineโ€‹

Open the pipeline, click Delete, and confirm. All leads in that pipeline will have their pipeline association cleared.