User Interface
Reference
- Activity
- Addresses
- Calls
- Chat
- Custom Field Groups
- Custom Fields
- Customers
- Deals
- Deliveries
- Email Marketing
- Files
- Invoices
- Labels
- Lead Sources
- Leads
- Lunches
- Meetings
- Notes
- Orders
- Organisations
- People
- Permissions
- Pipelines
- Product Attributes
- Product Categories
- Products
- Purchase Orders
- Quotes
- Roles
- SMS Marketing
- Tasks
- Tax Rates
- Teams
- Users
Pipelines
Overview
Pipelines define the workflow that Leads, Deals, and Quotes move through. Each pipeline contains an ordered set of pipeline stages that drive the Kanban board view. A pipeline is bound to a specific model type (lead, deal, or quote) so different entities can have independent workflows.
Models:
VentureDrake\LaravelCrm\Models\PipelineVentureDrake\LaravelCrm\Models\PipelineStageVentureDrake\LaravelCrm\Models\PipelineStageProbability
Tables:
{prefix}pipelines(default:crm_pipelines){prefix}pipeline_stages(default:crm_pipeline_stages){prefix}pipeline_stage_probabilities(default:crm_pipeline_stage_probabilities)
Pipeline Attributes
| Attribute | Type | Description |
|---|---|---|
external_id |
string |
UUID used in URLs |
name |
string |
Pipeline display name |
model |
string |
The entity class this pipeline applies to (e.g. Lead, Deal, Quote) |
team_id |
integer |
Team scope when teams are enabled |
Pipeline Stage Attributes
| Attribute | Type | Description |
|---|---|---|
external_id |
string |
UUID used in URLs |
name |
string |
Stage name (e.g. Qualified, Proposal Sent) |
description |
text |
Optional stage description |
pipeline_id |
integer |
Parent pipeline |
pipeline_stage_probability_id |
integer |
Optional win-probability bucket |
order |
integer |
Sort order within the pipeline |
color |
string |
Hex colour used on the Kanban board |
Relationships
Pipeline
| Method | Type | Description |
|---|---|---|
pipelineStages() |
hasMany |
Stages belonging to the pipeline |
leads() |
hasMany |
Leads using this pipeline |
deals() |
hasMany |
Deals using this pipeline |
quotes() |
hasMany |
Quotes using this pipeline |
Pipeline Stage
| Method | Type | Description |
|---|---|---|
pipeline() |
belongsTo |
Parent pipeline |
pipelineStageProbability() |
belongsTo |
Optional probability bucket |
leads() |
hasMany |
Leads currently in this stage |
deals() |
hasMany |
Deals currently in this stage |
quotes() |
hasMany |
Quotes currently in this stage |
Managing Pipelines
Pipelines and stages are managed through Settings → Pipelines and Settings → Pipeline Stages in the CRM UI. Stages can be reordered via drag-and-drop and assigned colours that show on the Kanban board.
Board View
Leads, Deals, and Quotes all support a Kanban-style board view that groups records by pipeline_stage_id. Cards are dragged between columns using SortableJS, and stage transitions persist through the underlying entity's update path.
Traits
| Trait | Description |
|---|---|
SoftDeletes |
Soft delete support |
BelongsToTeams |
Multi-tenant team scoping |