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Pipelines define the workflow that opportunities move through. Each pipeline has an ordered set of stages — from first contact to a closed outcome — that represent your process for converting prospects or serving clients. You can create multiple pipelines for different workflows. For example, a prospect conversion pipeline with stages like Identified, Connected, and Meeting scheduled, and a separate client service pipeline with stages like Identified, In-progress, and Reviewing.

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Pipeline types

Each pipeline can be restricted to a specific household type or left open to both:
  • Prospects only — only prospects can be linked to opportunities in this pipeline
  • Clients only — only clients can be linked
  • No restriction — both prospects and clients can be linked
The household type determines which filter chip appears on the opportunities page (Prospect or Client) and which households are available when creating an opportunity.

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Default stages

When you create a new pipeline, Slant adds a set of default stages based on the pipeline type: Prospect pipelines: Identified, Connected, Meeting scheduled, Qualified, Closed won, Closed lost, Archived Client pipelines: Identified, In-progress, Reviewing, Closed won, Closed lost, Archived No restriction: Identified, Qualified, Reviewing, Closed won, Closed lost, Archived Closed lost and Archived are hidden by default — they don’t appear as columns on the board but are available as drop zones when dragging opportunities. You can customize all stages after creation.

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Create a pipeline

You can create a pipeline from the opportunities page or from settings.

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From the opportunities page

1

Click + New

On the Opportunities page, click the + New tab next to your existing pipeline tabs.
2

Configure the pipeline

Enter a name, choose a household type (Prospects only, Clients only, or no restriction), and configure stages.
3

Click **Save changes**

The new pipeline appears as a tab on the opportunities page.

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From settings

1

Open pipeline settings

Go to Settings → Data customizations → Pipelines.
2

Choose the scope

Select the Company tab to create a company-wide pipeline available in all books, or select your book’s tab to create one for that book only.
3

Click + New pipeline

Configure the pipeline name, household type, and stages, then save.
Creating or editing company-wide pipelines requires admin permissions. Any user can create and edit book-level pipelines.

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Edit a pipeline

Click the icon next to Sum by on the opportunities page, or click the icon next to a pipeline in Settings → Data customizations → Pipelines. The edit form lets you change:
  • Pipeline name — rename the pipeline
  • Pipeline stages — add, remove, rename, reorder, and configure stages (see stage settings below)
  • AI auto-update — toggle automatic stage updates based on meeting activity
Click Save changes to apply your edits.

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Stage settings

Each stage in a pipeline has several configurable properties. Edit stages from the pipeline edit form — click the icon on the opportunities page or the icon in pipeline settings.
  • Name — the stage label shown on the board
  • Color — a color indicator dot displayed next to the stage name
  • Visibility — visible stages appear as columns on the board. Hidden stages (like Closed lost and Archived) appear only as drop zones when dragging. Toggle visibility with the icon
  • Default probability — a fallback probability percentage (0–100%) applied to opportunities in this stage when no probability is set on the opportunity itself
  • Track time in stage — set a target number of days for opportunities to stay in this stage. The board shows how long each opportunity has been in its current stage
  • Exclude from total — when enabled, opportunities in this stage are not counted in the board’s Total and Weighted values

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Add a stage

In the pipeline edit form, click + Add new stage at the bottom of the stage list. The new stage is added to the end — drag it to the position you want.

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Reorder stages

Drag stages using the grip handle on the left side to reorder them. On the board, use the Move left and Move right options in the stage settings menu.

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Delete a stage

Delete a stage from the pipeline edit form by removing it from the list. If the stage has opportunities, they are moved to the first remaining stage in the pipeline.
Deleting a stage moves all its opportunities to the first stage in the pipeline. This cannot be undone.

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Hidden stages

Stages with visibility turned off don’t appear as columns on the pipeline board. The default hidden stages are Closed lost and Archived. When you drag an opportunity on the board, hidden stages appear as labeled drop zones at the bottom. Drop an opportunity onto one of these zones to move it to that stage. You can hide any stage and unhide any hidden stage from the pipeline edit form.

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AI auto-update

When enabled, Slant automatically updates an opportunity’s stage based on meeting activity. For example, after a meeting is logged with a linked prospect, the opportunity could advance to the next stage. Toggle this setting in the pipeline edit form under AI auto-update.

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Company-wide vs book-level pipelines

Pipelines can belong to a single book or be shared across all books in your company.
  • Book-scoped — visible only in the book where it was created. Any user in that book can create and edit these.
  • Company-wide — available in every book. Only admins can create, edit, or delete company-wide pipelines.
Manage scope from Settings → Data customizations → Pipelines. The Company tab shows company-wide pipelines, and your book’s tab shows book-level pipelines.

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Reorder pipelines

In the pipeline settings page, drag pipelines using the grip handle to change the order they appear as tabs on the opportunities page.

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Delete a pipeline

To delete a pipeline, open the pipeline edit form and click the icon in the bottom-left corner. If the pipeline is the default for its household type, you must select a replacement default pipeline before deleting it. The replacement must have the same household type.
Deleting a pipeline permanently removes the pipeline and all of its opportunities. This cannot be undone.

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FAQ

There is no limit on the number of pipelines. Create as many as you need for different workflows.
No. The household type is set when the pipeline is created and cannot be changed. If you need a different type, create a new pipeline.
Opportunities remain in the hidden stage — they don’t move. The stage stops appearing as a column on the board. You can still move opportunities to or from hidden stages by dragging.
Yes. Each book can have its own book-level pipelines in addition to any company-wide pipelines shared across all books.

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Next steps

Managing opportunities

Create, edit, and track opportunities through your pipelines

Automations

Trigger workflows when opportunities change stages