---
title: "CRM Pipeline"
description: "Opportunity kanban funnel for Sarah Pro plan."
keywords: ["crm", "pipeline", "opportunities", "leads", "kanban", "pro"]
lastUpdated: "2026-07-11"
---

# CRM Pipeline (Pro plan)

The **Pipeline** is Sarah’s sales funnel: opportunities in stage columns with draggable cards, amount, win probability, and interactions.

Available on the **Pro plan** only.

## What an opportunity is

An opportunity links a **contact** (lead or customer) with:

- Opportunity name
- Estimated amount
- Close probability (0–100%)
- Funnel stage
- Notes and interactions

It does not replace [POS sales](/docs/sales/overview): the pipeline tracks the commercial process; completed sales still happen at the register.

## How to use it

1. Go to **Contacts → Pipeline** (or `/pipeline`).
2. Create an opportunity with **Add**, or from a lead/customer detail with **Create opportunity**.
3. Drag cards between columns to move deals forward.
4. Open a card to edit amount/probability, archive, or log interactions.
5. Use **Stages** to customize your company’s columns (order, won/lost).

The table below the board shows the same dataset in list form.

## Default stages

On first access Sarah seeds:

1. Initial contact  
2. Quote  
3. Negotiation  
4. Won  
5. Lost  

You can add, rename, reorder, or delete stages (stages with active opportunities cannot be deleted).

## Leads and interactions

- **Leads** under Contacts remain your prospect list.
- **Pipeline** is the commercial follow-up board.
- **Interactions** lists the global history; you can also log them from each opportunity modal.

## See also

- [Contacts](/docs/contacts/overview)
- [Customers](/docs/contacts/customers)