Pipeline Setup

Create and configure sales pipelines with stages that reflect your team's sales process.

Create a Pipeline#

Step 1. Go to /default/pipeline/pipelines

Step 2. Click New Pipeline

Step 3. In the modal, enter a Pipeline Name and Description

Step 4. Add stages manually or use AI generation (see below)

Step 5. Click Save

AI Pipeline Generation#

Leadboard can suggest pipeline stages using AI.

Step 1. In the New Pipeline modal, click Generate with AI

Step 2. Copy the provided prompt

Step 3. Paste it into ChatGPT, Claude, or another AI assistant

Step 4. Copy the JSON response

Step 5. Paste the JSON back into Leadboard

Step 6. Review the suggested stages and adjust as needed

Step 7. Click Save

Stage Configuration#

Each stage in a pipeline has the following properties:

Name — the stage label (e.g., "Qualified", "Proposal Sent")
Order — the position in the pipeline (stages appear left to right)
Color — a visual indicator on the kanban board
Win Probability — the likelihood of closing a deal at this stage (0–100%)
Is Won — marks this as a closing stage for won deals
Is Lost — marks this as a closing stage for lost deals

Important: Every pipeline needs at least one stage marked as Is Won and one marked as Is Lost to properly track deal outcomes.

Edit a Pipeline#

Step 1. Go to /default/pipeline/pipelines

Step 2. Click on the pipeline you want to edit

Step 3. Update the Name or Description

Step 4. Add, edit, or remove stages:

To add a stage, click Add Stage and fill in the details
To edit a stage, click on it and update the fields
To remove a stage, click the Delete icon next to it

Step 5. Click Save

Important: Removing a stage that has active deals will require you to reassign those deals to another stage first.

Set Default Pipeline#

Step 1. Open the pipeline edit modal

Step 2. Check the Set as Default checkbox

Step 3. Click Save

The default pipeline is pre-selected when creating new deals.

Delete a Pipeline#

Step 1. Click Delete on the pipeline you want to remove

Step 2. Type the pipeline name to confirm deletion

Step 3. Click Confirm Delete

Important: Deleting a pipeline removes all its stages. Deals associated with the pipeline will need to be reassigned. This action cannot be undone.

Pipeline Settings#

For an alternative way to manage stages:

Step 1. Go to /default/pipeline/settings

Step 2. View and edit stages in a table layout

Step 3. Drag to reorder stages or use the order field

Step 4. Click Save after making changes

Tip: Start with a simple pipeline (e.g., 4–6 stages) and refine it as your team develops its sales rhythm. Overly complex pipelines slow down deal management.

Pipeline Setup

Create and configure sales pipelines with stages that reflect your team's sales process.

Create a Pipeline#

Step 1. Go to /default/pipeline/pipelines

Step 2. Click New Pipeline

Step 3. In the modal, enter a Pipeline Name and Description

Step 4. Add stages manually or use AI generation (see below)

Step 5. Click Save

AI Pipeline Generation#

Leadboard can suggest pipeline stages using AI.

Step 1. In the New Pipeline modal, click Generate with AI

Step 2. Copy the provided prompt

Step 3. Paste it into ChatGPT, Claude, or another AI assistant

Step 4. Copy the JSON response

Step 5. Paste the JSON back into Leadboard

Step 6. Review the suggested stages and adjust as needed

Step 7. Click Save

Stage Configuration#

Each stage in a pipeline has the following properties:

Name — the stage label (e.g., "Qualified", "Proposal Sent")
Order — the position in the pipeline (stages appear left to right)
Color — a visual indicator on the kanban board
Win Probability — the likelihood of closing a deal at this stage (0–100%)
Is Won — marks this as a closing stage for won deals
Is Lost — marks this as a closing stage for lost deals

Important: Every pipeline needs at least one stage marked as Is Won and one marked as Is Lost to properly track deal outcomes.

Edit a Pipeline#

Step 1. Go to /default/pipeline/pipelines

Step 2. Click on the pipeline you want to edit

Step 3. Update the Name or Description

Step 4. Add, edit, or remove stages:

To add a stage, click Add Stage and fill in the details
To edit a stage, click on it and update the fields
To remove a stage, click the Delete icon next to it

Step 5. Click Save

Important: Removing a stage that has active deals will require you to reassign those deals to another stage first.

Set Default Pipeline#

Step 1. Open the pipeline edit modal

Step 2. Check the Set as Default checkbox

Step 3. Click Save

The default pipeline is pre-selected when creating new deals.

Delete a Pipeline#

Step 1. Click Delete on the pipeline you want to remove

Step 2. Type the pipeline name to confirm deletion

Step 3. Click Confirm Delete

Important: Deleting a pipeline removes all its stages. Deals associated with the pipeline will need to be reassigned. This action cannot be undone.

Pipeline Settings#

For an alternative way to manage stages:

Step 1. Go to /default/pipeline/settings

Step 2. View and edit stages in a table layout

Step 3. Drag to reorder stages or use the order field

Step 4. Click Save after making changes

Tip: Start with a simple pipeline (e.g., 4–6 stages) and refine it as your team develops its sales rhythm. Overly complex pipelines slow down deal management.