Pipeline
The ordered set of stages a lead moves through — your sales process, as a board.
Overview
A Pipeline is your sales process written down as an ordered list of Stages. Every CRM workspace starts with a default 'Sales Pipeline' — New → Qualified → Proposal → Won / Lost — which you can rename, recolor, reorder, or extend. Each stage has a kind (Open, Won, or Lost) that decides what a lead landing there becomes; the display name is yours, the kind is what drives status. You can archive a stage and move its leads elsewhere without losing history, and a workspace can run more than one pipeline with one marked as the default new leads land on. Viewed as a board, each stage is a column of lead cards you drag between.
How it connects
This concept highlighted in context. Click a peer to navigate.
- Holds many Leads across its Stages
- Rendered as a drag-and-drop board
- Stage kind (Won / Lost) sets each Lead’s status
Key fields
What you’ll see when creating or editing a Pipeline.