# BuildRunKit CRM: Pipeline Sub-Section

## **BuildRunKit CRM: Pipeline Sub-Section**

**[![Screenshot 2026-09-09 121224.png](https://library.buildrunkit.com/uploads/images/gallery/2026-09/scaled-1680-/screenshot-2026-09-09-121224.png)](https://library.buildrunkit.com/uploads/images/gallery/2026-09/screenshot-2026-09-09-121224.png)**

The **Pipeline** sub-section offers a Kanban-style view of your sales process, allowing you to drag and drop deals across custom stages while monitoring stage-by-stage valuations.

**Header & Action Buttons**

- **Pipeline Settings**: Access stage configurations to customize, add, or reorder pipeline stages.
- **+ Add Deal**: Direct action button to open the deal creation modal.

**Pipeline Metrics Cards**

- **Pipeline Value**: Total unweighted financial value across all active pipeline stages.
- **Weighted Value**: Cumulative projected value calculated using probability percentages.
- **Active Deals**: Count of open opportunities currently moving through the pipeline.

**View Controls & Search**

- **Search deals...**: Global text input to locate deal cards by title or contact.
- **All owners Dropdown**: Filter active stage columns by assigned team member.

**Pipeline Stages (Kanban Columns)** Each column summarizes stage metrics (*Total Value*, *Weighted Value*, and deal count) and supports drag-and-drop deal movement across stages:

- **New Lead**: Initial entry point for incoming prospects.
- **Discovery**: Stage for qualifying lead requirements and budget fit.
- **Proposal**: Quote or formal proposal delivered to the prospect.
- **Negotiation**: Active contract or scope terms evaluation.
- **Closed Won**: Final stage for successfully closed opportunities.
- **Closed Lost**: Archive stage for deals that did not convert.

### **BuildRunKit CRM: Pipeline Settings Modal**

**[![Screenshot 2026-09-09 121450.png](https://library.buildrunkit.com/uploads/images/gallery/2026-09/scaled-1680-/screenshot-2026-09-09-121450.png)](https://library.buildrunkit.com/uploads/images/gallery/2026-09/screenshot-2026-09-09-121450.png)**

Clicking the **Pipeline Settings** button opens a configuration modal that allows you to customize the stages and order for your sales pipeline:

- **Restore Defaults**: Resets the pipeline stages, sequence order, and color coding back to the system default configuration.
- **+ Add Stage**: Adds a new customizable stage row to your sales process.
- **Stage Controls & Ordering**:
    
    
    - **Drag Handle (`::`)**: Click and drag to reorder stage sequence numbers.
    - **Sequence Indicator**: Displays the numerical order of each stage (1 through 6).
    - **Stage Name Input**: Editable text field to customize stage labels (e.g., *New Lead*, *Discovery*, *Proposal*, *Negotiation*, *Closed Won*, *Closed Lost*).
    - **Color Picker Circle**: Assigns distinct visual color indicators to each stage for quick Kanban identification.
    - **Deals Counter**: Displays the total count of active deals currently assigned to that stage.
    - **Trash Bin Icon**: Deletes individual stages from the pipeline.
- **Modal Actions**: Click **Cancel** to discard changes or **Save Pipeline** to apply the updated stage configuration.