# Pipelines & Opportunities
> Track deals through visual kanban boards - manage stages, products, scoring, and win/loss tracking.
Pipelines let you track opportunities (deals) as they move through your sales process. Each pipeline has stages arranged as columns on a kanban board, and opportunities are cards you drag between stages.
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## Pipelines Overview
A pipeline represents a sales process - for example, "New Client Onboarding" or "Upsell Pipeline." Each pipeline has its own set of stages and its own board view.
### Creating a Pipeline
1. Click **New Pipeline**
2. Enter a name
3. Add stages - give each stage a name and, optionally, a win probability percentage used for weighted forecasting
4. Reorder stages by dragging them
5. Click **Save**
### Stage Settings
Each stage can be configured with:
| Setting | Purpose |
|---------|---------|
| **Name and color** | The label and color for the stage column |
| **Win probability** | A 0-100% likelihood of closing, used to calculate weighted (forecast) revenue for deals in that stage |
| **Closing stage** | Mark a stage as a closing stage - opportunities here are at the end of the process and do not advance further |
| **Required fields** | Fields that must be filled in before an opportunity can advance out of the stage |
| **Stale threshold** | Flag opportunities that sit in the stage too long without activity |
Arrange your active stages in order and place closing stages at the end. Separately, each opportunity carries a **status** - Open, Won, Lost, or Abandoned - that records its outcome.
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## The Kanban Board
The default view is a kanban board where each stage is a column and each opportunity is a card.
### Opportunity Cards
Each card shows:
- Contact name
- Opportunity name
- Value (dollar amount)
- Assigned user
- Engagement score indicator
- Age (how long the opportunity has been in the pipeline)
### Moving Opportunities
Drag a card from one column to another to move it to a different stage. The stage history is automatically recorded.
When you drag an opportunity to a **Won** or **Lost** stage, you may be prompted to enter additional details (close reason, notes).
### Board vs. List View
Toggle between:
- **Board view** - Kanban columns (default)
- **List view** - Table with sortable columns for bulk operations
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## Creating an Opportunity
1. Click **New Opportunity** (or the **+** button on a stage column)
2. Fill in the details:
| Field | Required | Description |
|-------|----------|-------------|
| **Name** | Yes | Opportunity title |
| **Contact** | Yes | The contact this opportunity is for |
| **Pipeline** | Yes | Which pipeline to add it to |
| **Stage** | Yes | Starting stage |
| **Value** | No | Expected deal value |
| **Assigned to** | No | Team member responsible |
| **Expected close date** | No | Target close date |
| **Source** | No | Where the lead originated |
3. Click **Create**
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## Opportunity Detail
Click an opportunity card to open its detail view. You will find:
### Fields
All the fields listed above, plus custom fields configured in your settings. Edit fields inline by clicking on them.
### Products
Add products to an opportunity to track what is being sold:
- Search your product catalog or add a custom line item
- Set quantity and unit price per product
- Discounts can be applied
- Total value updates automatically based on products
### Notes
Add notes to an opportunity for internal context. Notes are visible to your team and appear in the activity timeline.
### Activity Timeline
A chronological log of everything that has happened with this opportunity - stage changes, field updates, notes added, emails sent, and more.
### Scoring
Opportunities have an engagement score that reflects how active the deal is. Scores are categorized:
| Tier | Score Range | Meaning |
|------|------------|---------|
| **Hot** | 76-100 | Highly engaged, likely to close |
| **Warm** | 51-75 | Active engagement |
| **Cool** | 26-50 | Some engagement |
| **Cold** | 0-25 | Low engagement, may need attention |
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## Win/Loss Tracking
### Winning a Deal
When you mark an opportunity as **Won** (set its status to Won, or move it to a closing stage):
- The close date is recorded
- The opportunity is marked as closed
- Revenue from the deal is added to your pipeline reporting
### Losing a Deal
When you mark an opportunity as **Lost** or **Abandoned**:
- You can optionally enter a **loss reason**
- The opportunity is marked as closed
- It remains visible for reporting and can be reopened
### Reopening
A closed opportunity can be moved back to an open stage if circumstances change.
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## Filtering and Sorting
### Filters
Filter opportunities by:
- Assigned user
- Stage
- Value range
- Expected close date range
- Tags
- Source
- Custom field values
### Sorting
In list view, sort by any column - name, value, stage, close date, created date, or last updated.
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## Bulk Actions
In list view, select multiple opportunities to:
- Move to a different stage
- Assign to a user
- Add or remove tags
- Delete
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## Pipeline Settings
Each pipeline can be configured with:
- **Name** and description
- **Stages** - add, remove, rename, reorder, and set types
- **Default assigned user** - auto-assign new opportunities
- **Scoring rules** - customize how engagement scores are calculated for this pipeline
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## Summary
| Feature | Detail |
|---------|--------|
| Views | Kanban board and list view |
| Stages | Configurable name, color, win probability, closing-stage flag, required fields, and stale threshold |
| Opportunity status | Open, Won, Lost, Abandoned |
| Opportunity fields | Name, contact, value, stage, assigned user, close date, source, custom fields |
| Products | Line items with quantity, price, and discounts |
| Scoring | Hot (76+), Warm (51-75), Cool (26-50), Cold (0-25) |
| Activity | Full timeline of stage changes, field updates, notes, and communications |
| Bulk actions | Stage change, assignment, tagging, deletion |
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Source: https://seedlycrm.com/docs/help/pipelines