Two types of pipelines
Winnerr has two pipeline types:Relationship Pipeline
The Relationship Pipeline tracks where you are in your relationship with a contact, regardless of whether there’s an active transaction. Stages might be:- New Lead → Contacted → Met in Person → Actively Working → Past Client
Business Pipelines
Business Pipelines track active real estate transactions. You can have multiple business pipelines — one for buyers, one for sellers, one for rentals, one for pre-construction, etc. Each business pipeline has its own set of stages tailored to that transaction type. For example, a Buyer Pipeline might look like:- New Lead → Showing Properties → Offer Submitted → Conditional → Firm → Closed
Kanban board controls
Filtering the board
Use the filter bar at the top to show only:- Deals assigned to you
- Deals with activity this week
- Deals above a certain value
Sorting columns
Within each stage column, cards are sorted by last activity by default. Change to sort by value, close date, or days in stage.Collapsing columns
Click the column header to collapse stages you’re not focused on. Useful when you have a large board and want to focus on a few key stages.Deal card at a glance
Each kanban card shows:- Contact name and property address
- Days in current stage
- Deal value
- Assigned agent avatar
- Last activity timestamp
- AI urgency badge (Low / Medium / High)
Moving deals
Drag and drop a card to any column to change its stage. A confirmation prompt appears for moves that skip multiple stages. Stage changes are logged automatically.Creating pipelines
Org admins can create new business pipelines from Organization → Settings. Each pipeline can be customized with:- Custom stage names
- Stage-specific automation triggers
- Win/loss stage designations
Pipeline analytics
Click Analytics in the top-right of the pipeline view to see:- Average time in each stage
- Conversion rate from stage to stage
- Total pipeline value
- Velocity trends over time