Pipeline

Track leads through your sales pipeline

The pipeline system tracks leads from initial discovery through close, with full history and probability tracking.

Pipeline Stages

Default pipeline stages (customizable per org):

Stage	Description
unqualified	New lead, not yet evaluated
qualified	Initial qualification complete
contacted	Outreach initiated
meeting_scheduled	Meeting booked
proposal_sent	Proposal delivered
negotiating	Active negotiation
closed_won	Successfully closed
closed_lost	Lost opportunity
disqualified	Not a fit

Pipeline State

Each lead maintains pipeline state:

interface PipelineState {
  stage: string;           // Current stage
  owner: string | null;    // Assigned team member
  probability: number;     // Close probability (0-100)
  expectedCloseDate: string | null;
  notes: string | null;    // Latest notes
  updatedAt: number;       // Last stage change
}

Stage History

Every stage transition is recorded:

interface StageHistoryEntry {
  id: string;
  leadId: string;
  fromStage: string | null;
  toStage: string;
  notes: string | null;
  changedBy: string;       // User ID
  changedAt: number;       // Timestamp
}

Updating Pipeline Stage

Move a lead to a new stage:

curl -X POST "https://api.adaptengine.com/api/v1/leads/{leadId}/pipeline" \
  -H "Authorization: Bearer YOUR_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "stage": "qualified",
    "notes": "Strong fit for commercial projects",
    "probability": 40,
    "expectedCloseDate": "2024-06-30"
  }'

Pipeline Visualization

Board View

The board view displays leads as cards grouped by pipeline stage, allowing drag-and-drop stage transitions.

Timeline

View stage history as a timeline in the lead detail view, showing all transitions with notes and timestamps.

Pipeline Metrics

Track pipeline health with:

• Stage counts - Leads per stage
• Conversion rates - Stage-to-stage progression
• Velocity - Average time per stage
• Win rate - Closed won vs. closed lost

API Endpoints

Method	Endpoint	Description
GET	/api/v1/leads/{leadId}/pipeline	Get pipeline state and history
POST	/api/v1/leads/{leadId}/pipeline	Update stage
GET	/api/v1/pipeline/stages	List available stages