Deals Pipeline

DevPremier CRM v3.0 supports multiple sales pipelines with drag-and-drop Kanban boards, per-stage probability, and forecast widgets on the Home dashboard.

• Leads → Kanban (/lead/kanban) — visual board for daily selling.
• Leads → Pipeline (/lead/pipeline) — admin setup for pipelines and stages.
• Home dashboard — pipeline funnel chart and weighted pipeline value.

Open Leads → Pipeline. Requires lead_pipelines_module permissions.

1. Click Add pipeline — name it (e.g. “Inbound Sales”) and mark as default if needed.
2. Add stages in order: e.g. New → Contacted → Qualified → Proposal → Won / Lost.
3. Set probability % on each open stage for forecast weighting.
4. Mark exactly one Won stage and one Lost stage per pipeline.
5. Drag stages to reorder; colors help reps scan the Kanban board quickly.

Open Leads → Kanban. Requires lead_kanban_module.

• Switch between pipelines from the pipeline dropdown.
• Drag lead cards between stages; activity is logged on the lead timeline.
• Open a card drawer for quick view of lead details, tasks, and notes.
• Filter by owner, source, tags, and search text.
• Bulk actions available when permitted (update-lead-kanban).

Moving a card to a Won stage prompts customer conversion. Lost stages mark the deal closed without conversion.

Each pipeline stage can carry a probability %. Open deals contribute deal value × probability to weighted forecast totals.

• Won stages use 100% probability; lost stages use 0%.
• Home dashboard Pipeline funnel shows lead count and value per stage.
• Pipeline value KPI uses weighted sums for executive reporting.
• Filter dashboard by pipeline, owner, and date range for team views.

On Leads → Add Lead, the Kanban pipeline section places new leads on a board.

• Pipeline — which board the lead belongs to.
• Starting stage — optional; leave blank to auto-pick from legacy Status or the pipeline’s first open stage.
• Web-to-lead forms can set default pipeline + stage in the form workflow JSON.