Pipeline Overview
A sales board that turns your conversations into leads, with stages, a forecast and win-rate insights.
Pipeline is where a conversation becomes a deal you are working. Each customer sits on a lead card, each card sits in a stage column, and moving it across the board is how your team says where things stand.
What a Lead Is
A lead is one customer's progress towards one outcome. It carries the details of the contact it was raised against — name, company, phone, email — plus everything your team adds while working it: assignees, labels, a next activity, notes and a full timeline.
| A lead has | Meaning |
|---|---|
| Stage | The column it sits in, and with it a win probability |
| Status | Open, Won or Lost — set by the stage it lands on |
| Source | How it reached you — a WhatsApp enquiry, a web survey, added manually |
| Assignees | Everyone working it. A handover adds a name rather than replacing one |
| Owner | Whoever opened it. Fixed at creation, and empty for a lead a rule opened |
| Next activity | The one thing due next. A lead without one is a lead that stalls |
A contact can hold one lead per board. Putting a contact who is already on the board onto another stage moves their existing lead rather than opening a second one.
Getting In
Pipeline appears in the sidebar for anyone on a team that has the Pipeline feature switched on, and who is on a team attached to the board. See Teams for both.
An organisation has one pipeline while the feature beds in. Creating a second is refused with "Your organisation already has a pipeline" — the switcher and the New pipeline row exist for when that limit lifts.
If nobody has made one yet, the screen offers Create a pipeline: give it a name, pick the teams that work it, and it opens with seven columns and five lost reasons already set up. Every one of them is yours to change — see Stages.
The Five Views
The same filtered set of leads, rendered five ways. Switching tabs never refetches, so the counts never disagree.
Board
Columns you drag leads across. The default view.
List
Every lead as a row, with bulk reassign and bulk moves.
Forecast
Open leads bucketed by the month they should close.
Insights
Funnel, stalls, sources and per-assignee win rates.
Settings
Teams, stalled-lead flagging, conversion tracking and deletion.
The Rest of the Section
Working a Lead
Adding one, the lead drawer, next activities, closing and reopening.
Stages
Your board's columns — status, probability, rotting window and order.
Leads That Open Themselves
Automation rules, the inbox panel, bulk assign and Zoho Bigin.
The Sidebar
Under Pipeline, the sidebar carries the board's own filters. Everything except the board name is a click, not a page load, and each row counts across every lead so a count never shrinks just because another filter is on.
| Section | Rows |
|---|---|
| Pipelines | Each board, with its open-lead count, plus New pipeline |
| Views | All leads on board · Mine · Needs attention · No next activity · Won · Lost |
| Stages | One row per column, in board order |
| Teams | One row per team with leads on the board |
| Sources | One row per source in use |
Below them sits Pipeline settings.
Which tab and which filters you had open are remembered in your browser, so returning to Pipeline puts you back where you left it. Only the board itself is in the URL, so a link you share opens the board, not your filters.
Related Pages
- The Board
- Working a Lead
- Lifecycle Stages — what the board superseded
- Teams — who can open the board