Pipelines & CRM

Pipelines let you manage your sales funnel visually. Track opportunities from first contact to closed deal using Kanban boards, multiple views, and automated stage transitions.

Overview

Navigate to Pipelines in the sidebar to manage your sales pipeline.

Pipeline Views

View	Description
Kanban	Drag-and-drop cards across stages
List	Table view with sortable columns
Grid	Card-based view

Pipeline Stages

Default stages (customizable per pipeline):

Stage	Description
Prospect	Initial contact, not yet qualified
Qualified	Lead has been qualified by AI or human
Negotiation	Active deal discussion
Won	Successfully closed
Lost	Did not convert (with discard reason)

Customizing Stages

1. Go to Pipelines > Settings
2. Add, rename, or reorder stages
3. Each stage has a position value that determines display order
4. Assign colors for visual identification

Opportunities

Each card in the pipeline represents an opportunity (lead):

Opportunity Fields

Field	Description
Name	Contact name
Company	Company name
Title	Job title
Value	Deal value
Owner	Assigned team member
Source	Where the lead came from
Stage	Current pipeline stage
Score	Lead quality score
Tags	Associated tags
Created	When the opportunity was created

Opportunity Timestamps

Timestamp	Description
sent_at	When first outreach was sent
accepted_at	When connection was accepted
qualifying_started_at	When qualification began
qualified_at	When lead was qualified
scheduled_at	When a meeting was scheduled
won_at	When the deal was won
lost_at	When the deal was lost

Managing Opportunities

Moving Stages

• Drag and drop cards between stages in Kanban view
• Bulk move multiple opportunities at once
• Automatic transitions via AI agent workflows

Discard Reasons

When marking an opportunity as lost, select a discard reason:

• Configure discard reasons in Config > Discard Reasons
• Track why deals are lost for analytics

Filtering

Filter opportunities by:

• Pipeline and stage
• Owner (team member)
• Campaign
• Company
• Date range
• Tags

Multiple Pipelines

Create separate pipelines for:

• Different products or services
• Different sales teams
• Different regions
• Different deal types

Lead Assignment

Opportunities can be assigned to team members:

Method	Description
Manual	Assign from the opportunity card
Round Robin	Auto-assign using rotation rules
By Sector	Assign based on industry/sector

API Access

Opportunities are available via the External API:

• GET /external/v1/opportunities - List opportunities
• POST /external/v1/opportunities - Create an opportunity
• PATCH /external/v1/opportunities/:id/stage - Update stage

Related Features

• Tasks - Track follow-up actions
• Managing Contacts - Contact database
• Conversations - Communication history
• Analytics - Pipeline performance metrics