#Pipelines

Pipelines are named sales workflows. Each pipeline has its own Kanban board of stages, and deals belong to one pipeline at a time. Having multiple pipelines lets you run separate processes — for example, a New Business pipeline alongside a Renewals pipeline.

#Opening Pipelines

Sidebar → Customer Relations → Pipelines.

You'll see a list of all your pipelines. Click any pipeline to open its board.

#The Pipeline Board

Each pipeline's board is a Kanban view of all open deals in that pipeline, organized into columns by stage.

#What Each Card Shows

• Deal name (the card title)
• Account — the company the deal is with
• Value — formatted in your organization's accounting currency
• Probability — your win confidence (%)
• Expected close date

Click a card to view the deal, or use the delete icon to remove it.

#Managing Stages

Stages are the columns on the board. Each stage belongs to exactly one pipeline.

#Add a new stage

Click New stage in the page header, give it a name and a color, then save. New stages are appended to the right of the board.

#Reorder stages

Open the column menu (⋮ on a column header) and pick Move stage left or Move stage right.

#Edit or delete a stage

Open the column menu and pick Edit stage or Delete stage.

#Create a stage from the deal form

When creating or editing a deal, you can create a new stage inline from the Stage dropdown. The new stage will be pre-assigned to whichever pipeline you've already selected on the form.

Stages are also manageable from Stages under Miscellaneous.

#Creating Deals from the Board

Open the column menu (⋮) on any stage and pick Create deal. The deal form opens with the Pipeline and Stage already filled in from the column you clicked.

#Moving Deals

Drag a card to a different column to move the deal to that stage. The change is saved immediately.

#Creating a New Pipeline

1. Go to Customer Relations → Pipelines
2. Click New Pipeline
3. Give it a name and an optional description
4. Save — the pipeline board opens and you can add stages

You can also create a pipeline inline from the Pipeline dropdown in the deal form.

#Searching

Use the search box in the board header to filter cards by deal name or account name. Cards in every column update live.

#Tips

• Deals only show on the board while their status is Open. Won and lost deals drop off automatically.
• Want a flat list with filters and exports? Use the standard Deals page.
• Use stage colors to encode meaning — for example, red for "at-risk", green for "ready to close".
• Keep pipeline names short and distinct so they're easy to identify in dropdowns on the deal form.