## What Is the Pipeline?

The Pipeline is a visual sales board built into Voxys Connect. It lets your team track leads, deals, or customer journeys through customisable stages using a drag-and-drop Kanban interface.

## Opening the Pipeline

Click **Pipeline** in the left sidebar. You will see columns representing each stage of your sales or support process.

## Stages (Columns)

Each column represents a stage. Common defaults:

- New Lead
- Contacted
- Qualified
- Proposal Sent
- Won / Closed

To add, rename, or reorder stages, click the **Settings** icon on the board header.

## Cards

Each card on the board represents a contact, conversation, lead, or deal. Cards show:

- Contact name and company
- Assignee avatar
- Due date (if set)
- Labels

## Moving Cards

Drag a card from one column to another to update its stage. The change is saved immediately and visible to all team members.

## Creating a Card

1. Click the **+** button at the top of any column.
2. Search for or create a contact.
3. Set assignee, due date, and labels.
4. Click **Save**.

## Card Detail View

Click any card to open the detail panel. Here you can:

- Link the card to a conversation
- Add notes and comments
- Attach files
- Set custom attributes
- View activity history

## Filtering the Board

Use the **Filters** bar at the top to show only cards matching criteria such as assignee, label, or date range.

## Integration with Leads

Cards created from the **Leads** module automatically appear on the Pipeline board. Changes in either view stay in sync.