Pipeline

The pipeline defines the stages your deals move through.

List Stages

GET /crm/pipeline

[
  {
    "id": 1,
    "name": "Prospect",
    "position": 0,
    "color": "#6366f1",
    "is_won": false,
    "is_lost": false,
    "probability": 10,
    "deals_count": 12
  },
  {
    "id": 2,
    "name": "Proposal",
    "position": 1,
    "color": "#f59e0b",
    "is_won": false,
    "is_lost": false,
    "probability": 40,
    "deals_count": 5
  },
  {
    "id": 3,
    "name": "Won",
    "position": 4,
    "color": "#22c55e",
    "is_won": true,
    "is_lost": false,
    "probability": 100,
    "deals_count": 28
  }
]

Create a Stage

POST /crm/pipeline

{
  "name": "Negotiation",
  "color": "#ef4444",
  "position": 3,
  "is_won": false,
  "is_lost": false,
  "probability": 70
}

Reorder the Pipeline

POST /crm/pipeline/reorder

{
  "stages": [1, 4, 2, 3, 5]
}

Stages are repositioned in the order provided (index 0 = first position).

Delete a Stage

DELETE /crm/pipeline/{id}

WARNING

Deletion fails with 422 if any deals are still in that stage. Move or delete the deals first.

Special Stages

Mark a stage as Won or Lost so that deals moved there are automatically flagged:

{
  "name": "Deal Lost",
  "is_lost": true,
  "color": "#ef4444",
  "probability": 0
}