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

# Business Pipelines

> Transaction-specific kanban boards for buyers, sellers, rentals, and pre-construction deals

Business Pipelines track active real estate transactions. Each pipeline is purpose-built for a specific transaction type, with stages that match your actual deal workflow.

## Your pipelines

Winnerr comes with a **Relationship Pipeline** by default. Your org admin can create additional business pipelines for:

* **Buyer Pipeline** — Clients looking to purchase
* **Seller Pipeline** — Clients listing a property
* **Rental Pipeline** — Landlords and tenants
* **Pre-Construction Pipeline** — Assignments and new builds
* Any custom pipeline your team uses

Each pipeline appears as its own item in the sidebar under **Pipelines**.

## Pipeline stages

Each business pipeline has its own set of stages. Here's an example **Buyer Pipeline**:

| Stage               | Description                                 |
| ------------------- | ------------------------------------------- |
| **New Lead**        | Just entered the buyer pipeline             |
| **Pre-Qualified**   | Has financing pre-approval                  |
| **Active Search**   | Actively viewing properties                 |
| **Offer Submitted** | Offer made on a property                    |
| **Conditional**     | Deal is conditional (inspection, financing) |
| **Firm**            | Conditions removed, firm deal               |
| **Closing**         | In the closing period                       |
| **Closed**          | Transaction complete                        |
| **Lost**            | Deal fell through                           |

## Adding a deal to a pipeline

From the [Deals page](/crm/deals), click **New Deal** and select the pipeline. Or open a contact and click **Add to Pipeline** to create a deal directly from their profile.

## Moving deals through stages

**Drag and drop** the deal card to advance it. Each move is logged in the deal's activity timeline. You can also click the stage selector at the top of any [Deal Detail page](/crm/deal-detail).

## Stage automations

Each stage can trigger automated actions — for example:

* Moving to **Offer Submitted** → Auto-send a "Your offer has been submitted" email to the client
* Moving to **Conditional** → Create a task: "Schedule home inspection"
* Moving to **Closed** → Log the commission, move client to the Relationship Pipeline under "Past Client"

Set these up in [Workflows](/automation/workflows).

## Creating a new pipeline

Org admins can create a new business pipeline from **Organization → Settings**. You'll define:

1. Pipeline name and type
2. Stage names and their order
3. Win stage (e.g., "Closed") and loss stage (e.g., "Lost")
4. Default assignee

Once created, the pipeline appears in the sidebar for all team members.