Source: https://www.revvly.ai/docs/concepts/pipeline

CRM

# 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

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Related

Lead

Pipeline

- 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.

- **Name**: e.g. "Sales Pipeline"

- **Default**: The pipeline new leads land on

- **Stages**: Ordered list, each with a name, color, and kind

- **Stage kind**: Open / Won / Lost — drives each lead’s status

- **Archiving**: Retire a stage and move its leads to another

## Example

Sales Pipeline

Stages

New · Qualified · Proposal · Won · Lost

Default

Yes