Pipeline

The Pipeline is a kanban board for tracking sales opportunities and deals as they move through your sales stages.

Overview

The Pipeline lets you:

• Track sales opportunities as cards across configurable stages
• Drag and drop opportunities between stages to update their stage and probability
• See total, weighted, and count rollups per stage and across the whole pipeline
• Filter opportunities by assignee and search by title or client
• Create, edit, and delete opportunities directly from the board

Navigate to Pipeline

Go to CRM → Pipeline (/pipeline) in the left sidebar.

The first time you open the Pipeline, a default set of stages is created automatically if none exist.

Pipeline Summary

Four summary cards appear at the top of the board:

Card	Description
Total Pipeline	Total value of all open opportunities
Weighted Pipeline	Total value weighted by each opportunity's probability
Open Opportunities	Count of opportunities that are not in the won or lost stage
Win Rate	Won opportunities as a percentage of all closed (won + lost) opportunities, rounded to the nearest whole percent

Stages

Opportunities are organized into columns, one per pipeline stage. Each column header shows the stage name, a color dot, the number of opportunities, and Total and Weighted value rollups for that stage.

The default stages and their default probabilities are:

Stage	Default probability	Notes
Lead	10%	Marked as the default stage for new opportunities
Prospect	25%
Qualified	50%
Proposal	75%
Closed Won	100%	Won stage; a system stage that cannot be deleted
Closed Lost	0%	Lost stage; a system stage that cannot be deleted

Each stage has a name, color, display order, default probability, and flags for whether it represents the default stage for new opportunities or a won or lost outcome. The Closed Won and Closed Lost stages are system stages: they cannot be deleted, and only their color and display order can be changed. The Pipeline board itself does not include controls for adding, editing, reordering, or deleting stages.

Opportunity Cards

Each card on the board shows:

Field	Description
Title	Name of the opportunity
Client	The associated client (links to the client record)
Value	Deal value, formatted in the opportunity's currency
Probability	The opportunity's win probability, shown as a percentage badge
Assignee	The team member the opportunity is assigned to, if any
Expected close date	The anticipated close date, if set

Hover over a card and use the ⋯ menu to Edit or Delete the opportunity.

Filtering and Search

Use the controls above the board to narrow what you see:

• Search — type in the search box to filter cards by title or client name.
• Filter by assignee — choose All Team Members, a specific team member, or Unassigned.
• Refresh — reload the latest pipeline data.

Creating an Opportunity

You can start a new opportunity from the New Opportunity button in the page header, or from the Add Opportunity link at the bottom of any stage column (which pre-selects that stage).

1. Click New Opportunity (or Add Opportunity under a stage).
2. Fill in the form:
   • Title (required) — a name for the opportunity.
   • Client (required) — select an existing client.
   • Value (required) — the expected deal value.
   • Probability (%) — optional win probability from 0 to 100.
   • Expected Close Date — optional anticipated close date.
   • Description — optional notes about the opportunity.
3. Click Create Opportunity.

Editing an Opportunity

1. Open the ⋯ menu on a card and choose Edit.
2. Update any of the fields (Title, Client, Value, Probability, Expected Close Date, Description).
3. Click Save Changes.

Moving Opportunities Between Stages

Drag a card from one column and drop it into another to move the opportunity to that stage. When you move an opportunity, its probability is automatically set to the destination stage's default probability.

Deleting an Opportunity

1. Open the ⋯ menu on a card and choose Delete.
2. Confirm in the Delete Opportunity dialog. This action cannot be undone.

Best Practices

1. Keep stages current — move cards as deals progress so your weighted pipeline stays accurate.
2. Set realistic values — accurate deal values keep the Total and Weighted Pipeline figures meaningful.
3. Assign owners — assigning opportunities lets you filter the board by team member.
4. Set accurate probabilities — moving a card to a stage applies that stage's default probability, so the weighted pipeline reflects how likely each deal is to close.