Pipelines & Activities

Configure your sales pipeline stages and log activities to build a complete customer interaction history.

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Table of Contents

1. Pipelines
2. Pipeline Stages
3. Default Pipeline
4. Activities
5. Activity Reminders
6. Notifications

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Pipelines

Accessing Pipelines

CRM → Pipelines or /admin/pipelines

Creating a Pipeline

1. Click Add Pipeline
2. Enter Name and optional Description
3. Set Active status
4. Mark as Default if this should be the primary pipeline
5. Add stages (see below)
6. Click Save

Multiple Pipelines

You can create separate pipelines for different sales processes:

• New business sales
• Renewals / upsells
• Partner referrals

Deals are assigned to one pipeline at creation. The Kanban board filters by selected pipeline.

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Pipeline Stages

Each pipeline contains ordered stages. Configure:

Field	Description
Name	Stage label (e.g., "Proposal Sent")
Probability	Win likelihood 0–100% (used in forecasting)
Color	Display color on Kanban board
Order	Position in the pipeline
Is Won	Marks deals as won when moved here
Is Lost	Marks deals as lost when moved here

Reordering Stages

Drag stages to reorder on the Pipelines page. Order determines column layout on the Kanban board.

Permissions

Creating, editing, and deleting pipelines requires the manage pipelines permission.

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Default Pipeline

Fresh installs seed a Sales Pipeline with these stages:

#	Stage	Probability	Type
1	New Lead	10%	Open
2	Contacted	20%	Open
3	Qualified	40%	Open
4	Proposal Sent	60%	Open
5	Negotiation	80%	Open
6	Won	100%	Won
7	Lost	0%	Lost

Re-seed with:

php artisan db:seed --class=PipelineSeeder

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Activities

Activity Types

Type	Use For
Call	Phone conversations
Email	Email correspondence
Meeting	In-person or video meetings
Note	Internal notes and observations
Task	Follow-up actions with due dates

Logging Activities

From a record page (Contact, Account, Lead, or Deal):

1. Use the Activity form in the sidebar
2. Select activity type
3. Enter subject and description
4. Set Due Date for tasks and scheduled follow-ups
5. Click Log Activity

From the API:

POST /api/crm/activities

Activity Timeline

The timeline on record show pages displays activities in reverse chronological order:

• Type icon and subject
• Description preview
• Owner and timestamp
• Due date (if set)
• Completion status

Completing Activities

Mark activities as complete when the follow-up is done. Completed activities show a checkmark and completion timestamp.

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Activity Reminders

Due and overdue activities trigger reminder notifications.

Scheduled Command

php artisan crm:send-activity-reminders

This runs automatically via the scheduler (daily at 8:00 AM) when cron is configured:

* * * * * cd /path-to-app && php artisan schedule:run >> /dev/null 2>&1

Notification Type

activity_due — Sent to the activity owner when a task is due today or overdue.

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Notifications

CRM-specific notification types:

Type	Trigger
lead_assigned	Lead assigned to a sales rep
deal_stage_changed	Deal moved to a new pipeline stage
deal_won	Deal moved to a won stage
activity_due	Scheduled activity is due or overdue

Configure delivery in Settings → Notification Settings.

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Related Documentation

• Leads & Deals
• Reports & Integrations
• Notification Settings

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Last updated: June 2026