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

# Managing your sales pipeline

> Track every lead from first contact to closed deal using a visual board.

The Pipeline is a visual board where you can see where every lead is in your sales process. Think of it like sticky notes on a whiteboard — each customer is a card, and you move them along as the deal progresses.

## How a pipeline looks

```
┌───────────┐  ┌───────────┐  ┌───────────┐  ┌───────────┐  ┌───────────┐
│  NEW LEAD │  │ CONTACTED │  │ DEMO SENT │  │ PROPOSAL  │  │    WON    │
├───────────┤  ├───────────┤  ├───────────┤  ├───────────┤  ├───────────┤
│ Rahul S.  │  │ Priya M.  │  │ Amit K.   │  │ Sunita R. │  │ Rajesh T. │
│  2 days   │  │  1 day    │  │  4 days   │  │  2 days   │  │ Closed!   │
├───────────┤  ├───────────┤  └───────────┘  └───────────┘  └───────────┘
│ Anita V.  │  │ Suresh P. │
│  Today    │  │  3 days   │
└───────────┘  └───────────┘

      ◄─────────── Drag a card to move the lead forward ──────────────►
```

## Setting up your pipeline

<Steps>
  <Step title="Go to Pipeline">Click **Pipeline** in the left menu.</Step>
  <Step title="Create your first pipeline">Click **New Pipeline** and give it a name (e.g. "Main Sales Pipeline").</Step>
  <Step title="Add your stages">These are the steps in your sales process — for example: New Lead → Contacted → Demo → Proposal → Won.</Step>
  <Step title="Save">Your empty board is ready.</Step>
</Steps>

## Adding a lead

<Steps>
  <Step title="Add a card">Click the **+** button under any stage column.</Step>
  <Step title="Find the contact">Search for the contact by name or phone number.</Step>
  <Step title="Choose their stage">Select which stage they are currently in.</Step>
  <Step title="Add notes">Write any context (e.g. "Interested in 50 units, needs invoice").</Step>
  <Step title="Save">The contact now appears as a card on your board.</Step>
</Steps>

## Moving a lead forward

When a lead progresses, drag their card to the next column. The system records how many days they spent in each stage.

<Tip>
  The "days in stage" badge tells you if a lead has gone cold. If someone has been in "Contacted" for 7+ days without moving forward, it's time to follow up.
</Tip>

<Warning>
  The Starter plan supports 1 pipeline. Upgrade to Growth or Pro to create multiple pipelines for different products or teams.
</Warning>