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

# Sales Pipeline

> Visual pipeline for tracking deals and opportunities

## Pipeline View

The Sales Pipeline provides a Kanban-style board for visually tracking deals through your sales process.

<Info>
  **Plan availability:** Startup or higher. See [Plans & Billing](/features/settings/plans).
</Info>

## Default Pipeline Stages

Clarky includes these default stages:

<Steps>
  <Step title="Lead">
    Initial contact, early qualification phase
  </Step>

  <Step title="Qualified">
    Confirmed fit, moving to proposal
  </Step>

  <Step title="Proposal">
    Quote or proposal sent
  </Step>

  <Step title="Negotiation">
    Discussing terms and pricing
  </Step>

  <Step title="Closed Won">
    Deal completed successfully
  </Step>

  <Step title="Closed Lost">
    Deal didn't close
  </Step>
</Steps>

## Customizing Stages

Modify stages to match your sales process:

1. Go to **CRM > Pipeline Settings**
2. Add, remove, or rename stages
3. Set stage colors
4. Define stage criteria

## Moving Contacts

### Drag and Drop

Simply drag contact cards between stages to update their status.

### Manual Update

Click a contact and change their stage manually in the details view.

### Automated Movement

Set up rules to automatically move contacts:

* After certain conversation topics
* Based on time in stage
* When specific actions occur

## Deal Tracking

Each contact card shows:

* Contact name
* Deal value
* Time in current stage
* Last interaction date
* Quick action buttons

## Pipeline Metrics

View key metrics at the top:

* **Total Pipeline Value**: Sum of all open deals
* **Conversion Rate**: Percentage moving through stages
* **Average Deal Size**: Typical deal value
* **Average Sales Cycle**: Time from lead to close

## Next Steps

<Card title="Manage Contacts" icon="users" href="/features/crm/contact-management">
  Learn more about contact management
</Card>