> ## Documentation Index
> Fetch the complete documentation index at: https://docs.goeva.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Manage Your Pipeline

> View and update opportunities throughout every stage of your sales process.

The pipeline is your sales board: each potential sale is an **opportunity** that moves through stages, from arrival to close. So you see at a glance where each customer stands.

Your boards live under **Pipelines**, in the sidebar. Your agent creates opportunities automatically when it detects buying interest, and you can add them too.

## The board

When you open a pipeline you'll see the **Grid view**: columns by stage, like **New Leads**, **In Progress**, **Closed Won**, and **Closed Lost**. To move an opportunity, drag it from one column to another.

<Steps>
  <Step title="Open a pipeline">
    Under **Pipelines**, choose the board you want to review.
  </Step>

  <Step title="Add or review opportunities">
    Use **Add opportunity** to record a new one, or open an existing one to see its details.
  </Step>

  <Step title="Move it through stages">
    Drag the card to the stage it belongs in as the sale progresses.
  </Step>
</Steps>

## Work faster

* Switch between **Grid view**, **List view**, and **Company view** depending on what you need.
* Filter by status: **Open**, **Won**, or **Lost**.
* Select several opportunities for bulk actions like **Move to stage** or **Assign to** a team member.

<Tip>
  Keep your board current. A tidy pipeline tells you where to focus and which opportunities not to let go cold.
</Tip>