Pipelines and stages
Set up a pipeline and its stages before tracking deals in it.
A pipeline is a kanban board — a named set of stages that deals move through.
Creating a pipeline
- Go to CRM → Pipelines and click New pipeline.
- Enter a Pipeline name.
- Set up Stages — you start with three (New / Won / Lost). Add, remove, or rename
stages freely before creating the pipeline. Each stage has a name and a
type:
OPEN,WON, orLOST. - Click Create pipeline.
Stage type (OPEN/WON/LOST) is separate from its name — you could have a
stage named "Closed" with type OPEN if you wanted, though that would be confusing.
Type is what Deal status derives from.
There's also no dashboard UI to add, rename, or remove stages after the pipeline
is created — only at creation time. The API supports it
(POST/PATCH/DELETE /pipelines/:id/stages), so it's possible via a direct API
call, just not from the board itself.
The pipeline board
Open a pipeline to see its kanban board — one column per stage, each showing its deal count and total value. Drag a deal card between columns to move it to a different stage.
Deleting a pipeline
From CRM → Pipelines, click Delete on a pipeline's card. There's no confirmation step for this one — it deletes immediately, along with every deal in it.
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