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

# Pipeline

> Configure pipeline stages to match your sales process

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.

## Default Pipeline Stages

Every workspace starts with a default pipeline:

| Stage             | Purpose                                     |
| ----------------- | ------------------------------------------- |
| **New Lead**      | Just entered your system, not yet contacted |
| **Contacted**     | Initial outreach has been made              |
| **Qualified**     | Confirmed as a real opportunity             |
| **Proposal Sent** | Pricing, quote, or proposal delivered       |
| **Negotiation**   | Terms being discussed or refined            |
| **Won**           | Deal closed — they're a customer            |
| **Lost**          | Didn't convert                              |

These work for most sales processes out of the box. Customize them to match exactly how your business works.

## Customizing Stages

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

### 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

### Editing a Stage

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

### 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.

<Warning>
  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.
</Warning>

## 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

### 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.

### 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

## Designing Your Pipeline

A good pipeline mirrors your real sales process. Here are some examples:

<AccordionGroup>
  <Accordion title="B2B Sales">
    1. New Lead
    2. Discovery Call
    3. Qualified
    4. Demo Completed
    5. Proposal Sent
    6. Contract Review
    7. Closed Won
    8. Closed Lost
  </Accordion>

  <Accordion title="Service Business">
    1. Inquiry
    2. Consultation Booked
    3. Quote Sent
    4. Awaiting Decision
    5. Booked
    6. Completed
    7. Follow-up
  </Accordion>

  <Accordion title="E-commerce / Subscription">
    1. Free Trial
    2. Engaged
    3. Purchase Intent
    4. Customer
    5. Renewal Due
    6. Churned
  </Accordion>

  <Accordion title="Agency">
    1. Lead
    2. Discovery
    3. Scoping
    4. Proposal Sent
    5. Negotiation
    6. Onboarding
    7. Active Client
  </Accordion>
</AccordionGroup>

<Tip>
  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.
</Tip>

## 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:

```
When a lead responds to an email positively, move them from Contacted to Qualified.
When a proposal has been sent, create a follow-up task for 3 days later.
If a contact has been in any stage for more than 14 days with no activity, flag them for review.
```

Your agent will follow these rules during conversations and scheduled tasks.

## 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](/crm/views) for more on dashboard configuration.

## 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.