Pipeline

Use this when

Use this guide when leads, deals, proposals, or follow-up are waiting without a clear owner or next action.

Pipeline is the opportunity board at /admin/pipeline. Each card is a deal: stage, value, next action, and the people attached to it. Columns are the live stages for that workspace. Dragging a card writes a real stage change.

What belongs here

Open opportunities, ranked for the work that moves revenue. Won and lost deals leave the working set. Closed revenue and client value also live in this cluster. See Revenue.

Assistant-proposed moves

propose_stage_change does not write the stage. It stages a proposal with the evidence it read. You approve it like any other approval. A reply that sounds like yes is still a proposal until you confirm it.

How to use the board day to day is in Using the board.

Related records

An opportunity links to contacts, companies, conversations, tasks, and proposals. Open the card for that graph. Duplicate people are not merged from this board; that review lives under Contacts.

What to know

Availability depends on enabled modules, workspace permissions, provider connections, and the current installation. Check the recorded status before relying on a live result.

Next: Review Today to see how this work fits into the daily operating flow.