> ## 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.

# Relationship Pipeline

> Track your long-term relationship progress with every contact in your database

The Relationship Pipeline (`/pipelines/relationship`) is designed for the long game. Unlike business pipelines that track a specific transaction, this pipeline tracks where you are in your *relationship* with a person — from first contact all the way to loyal past client and referral source.

## Why it exists

Real estate is a relationship business. Most deals don't happen on first contact — they happen 3 months, 6 months, or 2 years later when a contact is finally ready to buy or sell. The Relationship Pipeline keeps every contact visible and moving forward, even when there's no active transaction.

## Default stages

| Stage                | What it means                                  |
| -------------------- | ---------------------------------------------- |
| **New Lead**         | Just added to your database, not yet contacted |
| **Contacted**        | You've reached out at least once               |
| **Engaged**          | Actively responding to your outreach           |
| **Met in Person**    | Had a face-to-face meeting or showing          |
| **Actively Working** | Currently in a business deal together          |
| **Nurturing**        | No immediate transaction but staying warm      |
| **Past Client**      | Successfully closed a deal together            |
| **Referral Source**  | Actively sending you business                  |

<Tip>
  Org admins can rename and reorder these stages in **Organization → Settings → Pipelines**.
</Tip>

## How contacts move through it

Unlike business pipelines, contacts in the Relationship Pipeline don't always move linearly. A lead might jump from "Contacted" back to "New Lead" if they go cold, or skip several stages if they respond immediately and book a meeting.

You can move contacts by:

1. **Dragging** the card on the kanban board
2. **Clicking the stage selector** on the [Person Detail page](/crm/person-detail)
3. **Workflow automation** — e.g., automatically moving to "Engaged" after a contact replies to an email

## Who appears in this pipeline

Every contact in your database is automatically enrolled in the Relationship Pipeline when created. You don't need to manually add them — they start at "New Lead" and you move them as the relationship develops.

## Using the Relationship Pipeline effectively

* **Sunday sweep** — Once a week, scan your "Contacted" and "Engaged" columns and follow up with anyone who's been there too long
* **Celebrate wins** — Moving someone to "Past Client" or "Referral Source" is a milestone. Log a note about what made the relationship successful
* **Winnie's suggestions** — The AI Suggestions tab on the People page surfaces contacts in the Relationship Pipeline who are overdue for follow-up based on your typical cadence
* **Follow-ups hub** — Open the [Follow-ups hub](/productivity/follow-ups) (or the Follow-ups panel on your dashboard) to triage everyone with a due or overdue `nextFollowUpDate` in one place, with hot-lead and overdue signals, filters, and bulk Snooze/Mark done