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

# Pipeline

> See where every customer is: a board with a column per stage and a card per contact, that fills itself when contacts reply or book a meeting.

Click **Pipeline** in the left menu. Each column is a stage (**New**, **Contacted**, **Replied**, **Meeting booked**, **Proposal**, **Won**, **Lost**) with how many contacts are in it and what they're worth. Each card shows the contact, their company, the deal value and when you last spoke with them (**Last spoke**, from the last email or message with them, sent or received, a meeting, or a message, InMail or invitation a campaign sent them; a profile visit, a follow or a like doesn't count; **Never spoke** when there is none yet). A column shows up to 200 cards, most recently moved first; its count and value always cover every contact in it.

![The pipeline board](https://mintcdn.com/kerux-f37add41/hxXnH5J2aAMkPLq4/images/pipeline.png?fit=max\&auto=format\&n=hxXnH5J2aAMkPLq4\&q=85\&s=079b8f8dfbd0f2ccf0de3e2a95b7aea1)

## How contacts get on the board

* **By themselves:** when a contact replies (on LinkedIn, by email or by text) they move to **Replied**, and when they book a meeting to **Meeting booked**. A contact only moves forward on its own: never back, and never out of **Won** or **Lost**.
* **From the board:** click **+ Add** at the top (or the **+** next to a column's name). Search a contact you already have by name, company or email and click it, or fill in a new one (first name or company is enough; email, LinkedIn URL and **Deal value (US\$)** are optional) and click **Create and add**. It goes on the stage you picked.
* **From the contact:** open a contact and pick a **Stage** in its **Pipeline** card, where you can also type the **Deal value (US\$)**, with cents if you need them. Pick **Not on the board** to take the contact off. Contacts don't get on the board just because a campaign contacted them.

## Moving a card

Drag it to another column. On a phone, pick the new stage in the menu on the card (with a mouse, the menu shows at the card's bottom right when you point at the card). Pick **Off the board** to take a contact out. Every move is saved at once and shows on the contact's history as **Moved in the pipeline**. Viewers see the board but can't move cards.

## A deal's page

Click a contact's name on a card to open its deal. Next to its name, the stages are a row of buttons (the current one in gold, or green for Won and red for Lost): click one to move the deal there. On the left, two cards: **Deal details** (the deal value, the stage, the **Expected close date**, since when it's in that stage and where the contact came from) and the contact, whose first and last name, email, phone, company and job title you can change right there (each one is saved when you leave the field). In the middle, **History** has everything that happened with the contact, newest first, with tabs for **Emails**, **LinkedIn**, **Meetings**, **Notes** and **Activity** (stage moves and campaign steps). On the right: who owns the deal, its tasks, a box to add a note, and its campaigns. **Open the contact's profile** goes to the full contact page.

## Your own stages

Owners and admins click **Edit stages** to rename, add, remove or reorder stages, and to mark which ones mean **Won** or **Lost**. Click **Save stages** when you're done. You need 2 to 20 stages. Contacts on a stage you remove move to the first one. While **Replied** and **Meeting booked** exist (also after you rename them), replies and meetings keep moving contacts there by themselves.

## Every email on the contact page

With an email inbox connected (see [Connect an email inbox](/help/getting-started/connect-email.md)), every email with a contact goes on their history, with its subject and the start of the text:

* emails you send by hand from that inbox (outside Kerux) to a contact, as **Email sent**;
* emails a contact sends you, from their email or from any other address Kerux knows for them, as **Replied by email**.

Campaign emails already show on the contact's history, so they aren't added twice: an email from the inbox with the same subject as a campaign email, within 30 minutes of it, is that campaign email. An email you write with another subject is always added. Emails with people who aren't contacts in your workspace aren't stored.

## With the API and webhooks

`GET /v1/pipeline` returns the board, `PUT /v1/leads/{id}/stage` moves a contact or sets its value and expected close date (`deal_close_on`), `GET /v1/leads/{id}/history` returns a deal's history, and owners and admins change the stages with `PUT /v1/pipeline/stages` (a key with the **admin** scope). Each move, by hand or by itself, sends the webhook event `lead.stage_changed`. To start a campaign when a contact moves, use the **Pipeline stage changed** Kerux event (see [Start a campaign from what happens in Kerux](/help/campaigns/kerux-triggers.md)).


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