> ## 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.

# Pipeline

> Kanban view of your deals - drag and drop between stages, click a column to add a deal there.

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](/marketing/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.

## 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.

## 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.

## 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.

## 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.

## 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**.

## 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](/analytics/marketing) dashboard.

## 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.

## Related

* [Deals](/marketing/deals) - Table view of the same records.
* [Marketing overview](/marketing/overview) - How pipeline fits into the rest of the marketing tools.
* [Marketing analytics](/analytics/marketing) - Pipeline value, conversion rates, and won/lost trends.