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Pipeline

The Pipeline page is the visual kanban workspace for active deals. Each column represents a pipeline stage. Deals appear as cards inside their current stage and can be dragged across columns to advance them. A dedicated Closure column on the right provides drop zones for marking deals as Won, Lost, or On Hold. The pipeline loads the first 10 deals per stage and adds more on demand.

Pipeline kanban board showing stage columns with deal cards, column headers with value totals, and the Closure column with Won, Lost, and On Hold zones

Accessing the Page

Section titled “Accessing the Page”
  • Route: /pipeline
  • Menu Path: CRM → Pipeline
  • Switch from the Deal List page using the board-view toggle (grid icon) in the toolbar.

Toolbar

Section titled “Toolbar”
ControlDescription
View toggle (grid / list icons)Switch between Pipeline (board) and Deal List (table)
New Deal buttonOpen the Create Deal form

Stage Columns

Section titled “Stage Columns”

Each active (non-closed, non-on-hold) pipeline stage appears as a scrollable column. The column header shows:

ElementDescription
Stage color dotThe stage’s configured color
Stage iconThe icon chosen in Stage Settings
Stage nameDisplay name of the stage
Card count badgeloaded / total — e.g., 3/12
Pipeline valueTotal deal amount for all deals in this stage

Columns scroll independently. When more deals exist than are loaded, a Load More button appears at the bottom of the column.

Deal Cards

Section titled “Deal Cards”

Each deal card shows:

FieldDescription
Deal titleThe deal’s name
AmountDeal value formatted as currency
Probability barVisual progress bar showing the deal’s close probability
Company nameContact company, if set
Expected close dateTarget close date, if set
TagsTags assigned to the deal

Click any card to open the Deal Detail page.

Kanban Interactions

Section titled “Kanban Interactions”

Moving a deal to a new stage

Section titled “Moving a deal to a new stage”

Drag a card from one column and drop it onto another column. The card snaps to the position where you drop it. The move is saved immediately and the column counts and values update.

Dragging a card within the same column reorders it within that stage. The new position is persisted.

Closure column

Section titled “Closure column”

The rightmost Closure column contains drop zones for terminal stages. Depending on your Stage Settings configuration, the available zones may include:

ZoneIconBehavior
WonTrophyOpens a confirmation dialog requesting an optional win reason. After confirmation the deal is marked Won and removed from the board.
LostX markOpens a confirmation dialog requiring a loss reason (mandatory). After confirmation the deal is marked Lost and removed from the board.
On HoldPauseMoves the deal to On Hold immediately without a confirmation dialog.

Won and Lost drops require confirmation. Dropping a card on these zones freezes the card in place until you confirm or cancel.

Cancelling a terminal drop returns the card to its original column and position.

Win reason dialog

Section titled “Win reason dialog”

When dropping a card on the Won zone:

  1. A dialog titled Mark Deal as Won appears.
  2. Enter an optional win reason (e.g., “Competitive pricing, strong relationship”).
  3. Click Mark as Won to confirm.
  4. The deal disappears from the board and its status changes to Won.

Lost reason dialog

Section titled “Lost reason dialog”

When dropping a card on the Lost zone:

  1. A dialog titled Mark Deal as Lost appears.
  2. Enter a required loss reason (e.g., “Price too high, went with competitor”).
  3. Click Mark as Lost to confirm.
  4. The deal disappears from the board. If the deal was linked to a prospect, the prospect’s status may also update.

Load More

Section titled “Load More”

Each column initially loads 10 deals. The header badge shows loaded/total. When more deals exist, click Load More at the bottom of the column to load the next 10.

Empty Pipeline

Section titled “Empty Pipeline”

If no active pipeline stages are configured, the page shows an empty state with a link to Configure Stages (requires stage management permission). Stages are managed in Stage Settings.

Permissions and read-only behavior

Section titled “Permissions and read-only behavior”
PermissionBehavior
Create DealNew Deal button is visible
Edit Deal (own scope)Can drag and drop cards, confirm won/lost
Edit Deal (outside scope)Scope warning appears on the card; drag-and-drop is blocked
No write accessBoard is fully visible for planning but all mutations are disabled
Manage StagesConfigure Stages link appears in the empty state

Common tasks

Section titled “Common tasks”
  1. Open CRM → Pipeline from the sidebar.
  2. Find the deal card to progress and drag it to the next stage column.
  3. To close a deal, drag it to the Won or Lost zone in the Closure column and confirm.
Section titled “Related Pages”