Pipelines

Pipelines are the core of your sales process in Booked55. Each pipeline represents a workflow with ordered stages that contacts move through as deals progress. Pipelines are displayed as Kanban boards, giving you a visual overview of every deal in flight.

How pipelines work

A pipeline consists of stages arranged from left to right. Each stage represents a step in your sales process. Common stage examples:

1. Lead — Initial contact, no conversation yet.
2. Contacted — First outreach made.
3. Meeting Booked — A meeting is scheduled.
4. Proposal Sent — You have sent a proposal or quote.
5. Closed Won — Deal is signed.

Contacts are added to pipelines as pipeline items. You can drag them between stages on the Kanban board, and automations can trigger actions when items enter a stage.

Accessing pipelines

Pipelines are listed in the sidebar under Opportunities. Click the dropdown to see all your pipelines, then click a pipeline name to open its Kanban board. You can also manage pipelines from Workspace Settings.

Pipeline value

Each pipeline item can have a monetary value. Booked55 shows per-stage totals and an overall pipeline total so you can forecast revenue at a glance.

In this section

• Creating Pipelines — Set up new pipelines with custom stages.
• Kanban Board — Visual board interface, drag and drop, search and filters.
• Stage Automations — Configure actions that trigger on stage entry.
• Pipeline Items — Manage contacts within a pipeline (value, notes, assignment).