> ## Documentation Index
> Fetch the complete documentation index at: https://docs.ospribrain.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Pipeline

> Visualize and manage your deals across pipeline stages.

## Pipeline Views

### Kanban View

Deals displayed as cards in stage columns. Drag cards between columns to update stages.

### List View

Deals in a sortable table with columns for title, value, stage, close date, and more.

## Pipeline Modes

Toggle between **Pre-Lead** and **Sales** pipelines using the mode selector.

### Pre-Lead Stages

| Stage              | Description                      |
| ------------------ | -------------------------------- |
| Responded to Email | Initial contact made             |
| Jeremy Intro'd     | Introduction made by team        |
| Scheduling         | Setting up a meeting             |
| Active Opp         | Active opportunity being pursued |
| Graveyard          | Dead or dormant leads            |

### Sales Stages

| Stage       | Description                       |
| ----------- | --------------------------------- |
| Lead        | New lead identified               |
| Qualified   | Lead meets qualification criteria |
| Proposal    | Proposal sent                     |
| Negotiation | Terms being negotiated            |
| Won         | Deal closed successfully          |
| Lost        | Deal lost                         |

## Custom Stages

Each stage has configurable:

* **Color** — Visual identifier in the kanban
* **Probability** — Default win probability for deals in this stage
* **Tooltip** — Description shown on hover

<Note>
  **Alex's screenshot note:** Take a screenshot of the kanban view showing deal cards organized across 3-4 stage columns with different colors.
</Note>
