Your First Pipeline

Required role: Admin or Owner

Only Admin and Owner users can create and edit pipelines. Managers and Users can view and use pipelines but cannot modify them.

What is a pipeline?

A pipeline represents your sales process — the stages a deal goes through from first contact to close. Bobby CRM uses a Kanban board where each column is a stage and each card is a deal.

Your default pipeline

When you sign up, Bobby CRM creates a B2B Sales pipeline with these stages:

Stage	Probability	Type
Lead	10%	Active
Qualified	30%	Active
Proposal	50%	Active
Negotiation	70%	Active
Won	100%	Terminal (won)
Lost	0%	Terminal (lost)

You can use this as-is or customize it to match your actual sales process.

Create a new pipeline

1. Go to Settings > Pipelines
2. Click + New Pipeline
3. Enter a Pipeline name
4. Choose a Template to start from:
   • B2B Sales — Lead, Qualified, Proposal, Negotiation, Won, Lost
   • Real Estate — Inquiry, Viewing, Offer, Negotiation, Closed, Lost
   • Consulting — Discovery, Proposal, Review, Contract, Won, Lost
   • E-commerce — New Order, Processing, Shipped, Delivered, Returned
   • Blank — start from scratch
5. Click Create

Edit pipeline stages

1. Go to Settings > Pipelines
2. Expand the pipeline you want to edit
3. Click Edit next to “Stages”
4. For each stage, you can set:
   • Stage name
   • Terminal — check this if the deal ends at this stage (won or lost)
   • Won — check this if the terminal stage means the deal was won (only visible when Terminal is checked)
   • Default probability (0–100%) — automatically assigned to deals entering this stage
5. Click + Add stage to add more stages
6. Click the X button to remove a stage
7. Click Save

Set a default pipeline

The default pipeline is used when creating deals without specifying a pipeline.

1. Go to Settings > Pipelines
2. Click Set as default on the pipeline you want as default

The current default pipeline shows a “Default” badge.

Delete a pipeline

1. Go to Settings > Pipelines
2. Click the delete icon on the pipeline

Caution

You cannot delete a pipeline that contains deals. Move or delete the deals first.

Tips

• Keep it simple — 4 to 7 stages works best for most teams. Too many stages slow your team down.
• Probability matters — the probability percentage feeds the Revenue Forecast on your dashboard. Set realistic values.
• Terminal stages are final — when a deal enters a terminal stage, you’ll be asked to fill in close details (actual revenue for won deals, loss reason for lost deals).