> ## Documentation Index
> Fetch the complete documentation index at: https://docs.play2sell.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Sales Pipeline

> Manage your deals visually with the Kanban pipeline — move cards between stages, apply filters, and track progress.

# Sales Pipeline

The sales pipeline is a visual Kanban board where you manage all your deals from first contact to close. Each deal is represented as a card that moves through customizable stages.

## Pipeline View

When you open the Pipeline section, you see columns representing each stage of your sales process. The default stages are:

1. **Prospecting** — Initial contact, research phase
2. **Qualification** — Confirming the lead has budget, authority, need, and timeline
3. **Proposal** — Presenting your offer or quote
4. **Negotiation** — Discussing terms, handling objections
5. **Closed Won** — Deal successfully closed
6. **Closed Lost** — Deal did not proceed

<Note>
  Your administrator can customize pipeline stages to match your company's specific sales process. Contact your admin if the default stages do not fit your workflow.
</Note>

## Working with Deal Cards

Each card on the pipeline displays:

* **Contact name** and company
* **Deal value** in your local currency
* **Expected close date**
* **Assigned sales rep** (avatar)
* **Priority indicator** (color-coded)
* **Days in stage** — how long the deal has been in the current column

### Creating a New Deal

<Steps>
  <Step title="Click the + button">
    Click the **+ New Deal** button at the top of the pipeline, or press `N` on your keyboard.
  </Step>

  <Step title="Fill in deal details">
    Enter the contact name, company, deal value, expected close date, and select the initial stage.
  </Step>

  <Step title="Add optional information">
    Include notes, attach files, add custom field values, and link to an existing lead if applicable.
  </Step>

  <Step title="Save the deal">
    Click **Create** to add the deal card to the pipeline.
  </Step>
</Steps>

### Moving Deals Between Stages

There are two ways to move a deal:

* **Drag and drop** — Click and hold a card, then drag it to the target column
* **Card menu** — Click the card to open it, then select the new stage from the **Stage** dropdown

When you move a deal, SalesOS automatically:

* Records the stage change in the deal history
* Updates your pipeline metrics
* Awards gamification points for forward movement
* Triggers any automation workflows configured for that stage transition

<Tip>
  Moving a deal to **Closed Won** earns the most gamification points. The point value scales with the deal amount — bigger deals mean more points.
</Tip>

### Editing a Deal

Click any card to open the deal detail view. From here you can:

* Edit all deal fields (value, close date, stage, priority)
* View the complete history of changes
* Add notes and comments
* Attach files (contracts, proposals, presentations)
* See linked leads and contacts
* View associated activities and tasks

## Filtering and Sorting

The pipeline supports several ways to find and organize deals:

### Quick Filters

Use the filter bar above the pipeline to filter by:

| Filter           | Options                                           |
| ---------------- | ------------------------------------------------- |
| **Assigned to**  | Specific sales rep or "My deals"                  |
| **Priority**     | High, Medium, Low                                 |
| **Value range**  | Minimum and maximum deal value                    |
| **Close date**   | This week, this month, this quarter, custom range |
| **Tags**         | Any tags applied to deals                         |
| **Created date** | When the deal was created                         |

### Sorting

Within each column, cards can be sorted by:

* **Value** (highest or lowest first)
* **Close date** (nearest or farthest)
* **Days in stage** (longest or shortest)
* **Priority** (highest first)
* **Alphabetical** (contact name)

### Saved Views

You can save filter and sort combinations as named views for quick access. Click **Save View** after applying your filters, give it a name, and it appears in the view selector dropdown.

## Pipeline Metrics

At the top of the pipeline view, you see real-time metrics:

* **Total pipeline value** — Sum of all open deals
* **Weighted value** — Value adjusted by stage probability
* **Deal count** — Number of deals per stage
* **Average deal size** — Mean value across all deals
* **Average time in stage** — How long deals stay in each column

<Warning>
  Deals that stay in the same stage for too long may indicate a stalled opportunity. SalesOS highlights deals that exceed the average time in stage with an orange border.
</Warning>

## Best Practices

* **Update deals daily** — Keep card information current so your pipeline reflects reality
* **Use notes** — Document key conversations and next steps on each deal
* **Set realistic close dates** — Accurate dates improve forecast reliability
* **Move or close stale deals** — Do not let dead deals inflate your pipeline value
* **Use priority levels** — Focus on high-priority deals first

## Next Steps

<CardGroup cols={2}>
  <Card title="Lead Management" icon="user-group" href="/user-guide/sales/leads">
    Feed your pipeline with qualified leads
  </Card>

  <Card title="Opportunities" icon="handshake" href="/user-guide/sales/opportunities">
    Deep dive into opportunity management
  </Card>
</CardGroup>