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

# Deal Pipeline Management

> Manage your sales pipeline with the Kanban board view

## Pipeline Overview

The deal pipeline is displayed as a Kanban-style board where each column represents a pipeline stage and each card represents a deal.

<Note>
  Screenshot placeholder: Add a screenshot showing the Kanban pipeline board
</Note>

## Pipeline Stages

### Default Stages

**New/Qualification:**

* Initial stage for new deals
* Qualification and discovery
* First contact stage

**Proposal:**

* Proposal sent stage
* Negotiation begins
* Active discussions

**Negotiation:**

* Finalizing terms
* Contract discussions
* Closing process

**Closed Won:**

* Successfully closed deals
* Won opportunities
* Final stage for success

**Closed Lost:**

* Deals closed without success
* Lost opportunities
* Archived deals

### Customizing Stages

You can customize pipeline stages:

* Add custom stages
* Remove stages (except required)
* Reorder stages
* Set stage colors
* Define default stage

<Card title="Deal Fields" icon="settings" href="/deals/deal-fields">
  Learn how to customize pipeline stages
</Card>

## Pipeline Board

### Column View

Each stage appears as a column:

* Stage name at top
* Deal count in column
* Total value in column
* Deal cards below

### Deal Cards

Each deal appears as a card showing:

* Deal title
* Deal value
* Key custom fields (up to 2)
* Current stage indicator
* Creator information (if organization)

### Drag and Drop

Move deals between stages:

1. Click and hold deal card
2. Drag to target stage column
3. Drop in new stage
4. Deal moves automatically

<Note>
  Screenshot placeholder: Add a GIF showing drag and drop functionality
</Note>

## Pipeline Actions

### Move Deal

Change deal stage:

* Drag and drop on board
* Select stage from dropdown (in deal details)
* Update via deal edit
* Bulk move operations

### View Deal Details

Click on deal card to:

* See full deal information
* Edit deal details
* Update custom fields
* Change deal value
* View deal history

### Create Deal

Add new deal:

1. Click **"New Deal"** button
2. Enter deal title
3. Set initial value (optional)
4. Deal created in default stage
5. Can move to appropriate stage

## Pipeline Statistics

### Stage Statistics

Each column shows:

* **Deal Count**: Number of deals in stage
* **Total Value**: Sum of all deal values in stage
* **Percentage**: Percentage of total pipeline

### Overall Statistics

Pipeline overview shows:

* Total deals across all stages
* Total pipeline value
* Average deal value
* Stage distribution

## Filtering Pipeline

### Active Pipeline

View active deals:

* Excludes Closed Won
* Excludes Closed Lost
* Shows deals in progress
* Default view

### Archived

View archived deals:

* Shows Closed Lost deals
* Archived opportunities
* Historical deals
* Separate tab/view

### Filters

Filter deals by:

* **Status**: Active, Won, Lost
* **Stage**: Specific pipeline stage
* **Date Range**: Created date filter
* **Search**: Deal title or source

## Best Practices

1. **Keep Updated**: Regularly move deals through stages
2. **Use Stages Appropriately**: Follow your sales process
3. **Track Progress**: Monitor stage progression
4. **Set Realistic Values**: Use accurate deal values
5. **Review Regularly**: Check pipeline health

## Related Topics

<Card title="Managing Deals" icon="settings" href="/deals/managing-deals">
  Learn how to create and edit deals
</Card>

<Card title="Deal Fields" icon="settings" href="/deals/deal-fields">
  Customize your pipeline stages
</Card>