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Documentation Index

Fetch the complete documentation index at: https://docs.1club.ai/llms.txt

Use this file to discover all available pages before exploring further.

The Marketing > Pipeline page shows every open deal as a card on a Kanban board, with one column per stage. It’s the operational view of your CRM - the same records appear on the Deals page as a sortable table. Use Pipeline when you want to work your opportunities. Use Deals when you want to bulk-edit or sort by a column.

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What’s on the board

At the top, you see a summary: total deal count and total pipeline value (the sum of every deal’s value, formatted in your org currency). Below that, each stage is a column with:
  • The stage name in the stage color (set under Settings > Deals > Stages).
  • A subtitle showing the deal count and total value in that stage.
  • All deals currently in that stage, as draggable cards.
Each deal card shows the contact’s name, the source chip (if any), the deal value, win probability, expected close date, and the assigned user. If a deal is in a lost stage, a red box shows the recorded lost reason.

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Adding a deal

Two ways:
  • Click any stage column (anywhere except a deal card) to open the Add deal dialog with that stage preselected.
  • Click Add deal in the top right and pick a stage from the dropdown.
In the dialog you set the contact, value, probability, expected close date, source, and assignee, plus any custom deal fields configured under settings.

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Moving deals between stages

Two ways:
  • Drag and drop the card from one column to another. A spinner appears on the card while the move is in flight.
  • Click the card to open it and change the stage in the deal dialog.
When you drop a deal into a stage of type lost, a dialog appears asking for a close-lost reason. The deal won’t move until you provide one. This is enforced so your “why did we lose this?” reporting stays usable. There’s no equivalent prompt for the won stages - moving a deal into a won stage is treated as a success without further input.

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Card actions

Click the three-dot menu on any card for View, Edit, or Delete:
  • View opens the contact’s detail page with the Deals tab selected, so you can see all deals for that contact in context.
  • Edit opens the same dialog as creating a deal, but with the existing values.
  • Delete permanently removes the deal after confirmation.

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Configuring stages and sources

The stage columns you see come from your Settings > Deals > Stages configuration. There you can:
  • Rename, recolor, and reorder stages.
  • Mark a stage’s type as open, won, or lost. The “lost” type is what triggers the close-lost reason prompt on drag.
  • Add or remove stages.
Sources (the colored chip on the card) come from Settings > Deals > Sources - configure the list of sources your business actually uses (website, referral, walk-in, paid ads, etc.) so reporting matches reality. Custom deal fields - anything beyond name, value, probability, source, and close date - are also configured under Settings > Deals.

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Forecasting

The board doesn’t run a separate forecast model. Pipeline value (total or per stage) is the raw sum of deal values. If you want probability-weighted forecasts, that’s part of the Marketing analytics dashboard.

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Tips

  • Keep stages few. Five to seven columns is usually enough; more than ten and the board becomes hard to read.
  • Use the source chip to spot where your wins come from at a glance.
  • Set expected close dates on every deal. They drive the forecasting calculations in the analytics dashboard.