> ## 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.

# Pipelines

> Visual kanban boards for tracking your deals through every stage of the transaction lifecycle

Pipelines give you a visual kanban view of your deals organized by stage. Rather than a flat list, you see columns representing each stage of your process — drag a deal card across columns as it progresses.

## 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**

This pipeline is always-on and applies to your contact nurturing effort over months or years. Every contact in your database can be in the Relationship Pipeline.

### 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

See [Relationship Pipeline](/crm/relationship-pipeline) and [Business Pipelines](/crm/business-pipeline) for details on each.

## 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

For deeper analytics, visit the [Analytics page](/analytics/overview).