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

# The pipeline

> A board of deals, with a table view that is the same data reachable entirely by keyboard.

<Info>
  Available on Pro and above. See [openpulse.cloud/pricing](https://openpulse.cloud/pricing) for plan details.
</Info>

A board of deals, with a table view that is the same data reachable entirely by keyboard. Five stages: **new**, **contacted**, **meeting**, **won**, **lost**.

## Three ways a deal gets onto the board

* **One at a time**, from a signal's row or its panel.
* **In bulk**, by ticking rows in the signals table and pressing *Add N to pipeline*. Up to 200 at once. Rows already on the board are not selectable, so the count on the bar is the number that will actually be created, and the header tick box covers *this page* and says so.
* **Automatically**, from a per-listener rule: a minimum score, an allowed set of classes, the stage to land in, a daily cap and an optional owner. The rule is per listener rather than per workspace, because a situations listener and a market listener disagree about what deserves a deal.

The daily cap matters: a first run classifies a backlog in one pass, and without a cap that is hundreds of cards to clear by hand. Over the cap, the **strongest** signals are the ones kept. Automatic deals are attributed to the listener, never to whoever created it.

## Working a deal

Clicking a card opens a side panel with the stage, the value, the owner, a contact (`name`, `role`, `email`, `phone`) and the comment thread. The board stays visible behind it.

* **Comments are the signal's thread.** A note written while triaging on the Signals screen appears on the card, and one written on the card appears there. One lead, one conversation.
* **Contact fields save as you leave them** and are merged one at a time, so typing a phone number cannot silently delete the email.
* **Dropping a card into Won asks what it was worth**, at that moment. Left to a back-fill nobody does, a working pipeline reports zero revenue.
* **A card shows the owner as a name**, plus what the lead was judged to be — class, situation, score, and urgency only when it is high or immediate.

What a card says is a **snapshot** taken when the deal was made. If the signal is later re-classified, the card still says what the lead looked like when somebody decided to act on it.


## Related topics

- [Export the pipeline as CSV](/api-reference/exports/export-the-pipeline-as-csv.md)
- [Pipeline return over a window](/api-reference/pipeline/pipeline-return-over-a-window.md)
- [Events](/webhooks/events.md)
