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Your pipeline defines the stages a contact or deal moves through — from first touch to closed. It’s the backbone of your sales process in Spark.

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Default Pipeline Stages

Every workspace starts with a default pipeline: These work for most sales processes out of the box. Customize them to match exactly how your business works.

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Customizing Stages

Navigate to Settings → Pipeline Stages (or manage them from the Pipeline view).

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Adding a Stage

Click Add Stage and configure:
  • Name — the stage label (e.g., “Demo Scheduled”, “Contract Sent”)
  • Color — visual identifier for the stage
  • Position — where it falls in the sequence

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Editing a Stage

Click on any stage to rename it, change its color, or reorder it. Contacts already in that stage update automatically.

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Removing a Stage

Delete a stage when it’s no longer part of your workflow. You’ll be prompted to move any existing contacts in that stage to a different one.
Deleting a stage is permanent. Any contacts in that stage need to be reassigned first. Consider renaming the stage instead if you’re just updating terminology.

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Pipeline View

The Pipeline view displays your contacts as a kanban board — columns for each stage with contact cards you can drag between them. Each card shows:
  • Contact name and company
  • Deal amount (if applicable)
  • Lead score (hot / warm / cool)
  • Days in current stage
  • Tags

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Drag and Drop

Move a contact to a new stage by dragging their card to the appropriate column. The stage updates immediately, and the change is logged in the contact’s activity history.

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Filtering

Filter the pipeline by:
  • Lead score — show only hot leads
  • Tags — filter by specific categories
  • Assigned to — see one team member’s pipeline
  • Date range — contacts added within a timeframe

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Designing Your Pipeline

A good pipeline mirrors your real sales process. Here are some examples:
  1. New Lead
  2. Discovery Call
  3. Qualified
  4. Demo Completed
  5. Proposal Sent
  6. Contract Review
  7. Closed Won
  8. Closed Lost
  1. Inquiry
  2. Consultation Booked
  3. Quote Sent
  4. Awaiting Decision
  5. Booked
  6. Completed
  7. Follow-up
  1. Free Trial
  2. Engaged
  3. Purchase Intent
  4. Customer
  5. Renewal Due
  6. Churned
  1. Lead
  2. Discovery
  3. Scoping
  4. Proposal Sent
  5. Negotiation
  6. Onboarding
  7. Active Client
Keep your pipeline between 5–8 stages. Too few and you lack visibility. Too many and contacts get stuck in limbo. Every stage should represent a meaningful step where something changes.

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Using Your Agent with Pipeline

Your agent understands pipeline stages and can work with them naturally: Moving contacts:
“Move Sarah at Peak Fitness to Proposal Sent”
Checking pipeline status:
“How many contacts are in the Qualified stage right now?”
“Show me everyone who’s been in Negotiation for more than 2 weeks”
Automated pipeline management: You can instruct your agent to manage pipeline transitions automatically. Add rules to your agent’s instructions like:
Your agent will follow these rules during conversations and scheduled tasks.

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Pipeline Reports

Build pipeline-focused dashboards to track performance:
  • Funnel widget — visualize conversion rates between stages
  • Bar chart — contacts per stage
  • KPI cards — total pipeline value, average time in stage, conversion rate
  • Table widget — detailed list of contacts in a specific stage
See Views for more on dashboard configuration.

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Pipeline + Deals

Contacts and deals both have stages, and they work together:
  • A contact’s stage reflects where they are in your relationship (lead → customer)
  • A deal’s stage reflects where a specific opportunity is (proposal → negotiation → closed)
One contact can have multiple deals at different stages. The pipeline view can show either contacts or deals, depending on what you need to track.