> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cortado.pro/llms.txt
> Use this file to discover all available pages before exploring further.
# Pipeline
> See every customer job from first inquiry through final payment
## Pipeline Overview
**Pipeline** is a single list of every customer job — the inquiry, the quote, the booking, and the money — instead of jumping between Leads, Quotes, Events, and Invoices to reconstruct the same story.
A **job** is created when a lead comes in or when you book an event directly. Existing records were backfilled, so you should already see your current work here.
Pipeline is available when it's enabled for your organization. If you don't see it in the sidebar, ask your admin. Viewing it also requires permission to view leads.
Pipeline sits next to **Leads** in the sidebar. Leads is still the place to work an individual inquiry (stage, tags, notes, and quotes). Pipeline is the cross-record view of that same work: phase, events, and payment status on one row.
## Opening Pipeline
Go to **Home > Pipeline**. The page subtitle is **Every customer job from first inquiry to final payment.**
Use **Table** or **Board** in the top-right to switch layouts. Filters and the phase tiles stay the same in both views.
## Phase Tiles
Five tiles across the top summarize the list and act as filters. Click a tile to show only those jobs.
| Tile | What it shows |
| ---------------- | -------------------------------------------------------------------------------- |
| **ALL** | Every job, plus a count of active records |
| **01 / LEAD** | Jobs still in the lead phase, with how many are new vs in progress |
| **02 / QUOTE** | Jobs with a sent quote, plus dollars still out and how many quotes were declined |
| **03 / BOOKING** | Booked and completed jobs, with pending-deposit vs confirmed counts |
| **BALANCE DUE** | Jobs with an outstanding invoice balance, plus open and overdue invoice counts |
**BALANCE DUE** is a money filter, not a fourth phase. It includes any job that still has unpaid or partially paid invoices.
## Table View
Each row is one job. Columns are:
* **Customer** — contact name and company
* **Phase** — Lead, Quote, or Booking, with a three-segment bar and a short status (for example, **Quote sent** or **Booking · pending deposit**)
* **Events** — the date range and a short event summary
* **Payments** — quoted or invoiced amount, with a bar for each installment
* **Owner** — the teammate assigned to the lead, when there is one
Click a row (or the customer name) to open that job. Hover or click **Events** or **Payments** to open a popover without leaving the list:
* **Events on this job** — each event's type, date, guest count, location, and stage
* **Quotes on this job** or **Invoices on this booking** — each document's amount and status, plus how much is still outstanding
You can change the owner from the **Owner** column when the job is tied to a lead — the same assignee control as on the lead itself.
Click a column header to sort by customer, phase, first event date, quoted amount, or owner.
## Board View
The board uses eight columns, in this order:
1. **01 / NEW**
2. **01 / IN PROGRESS**
3. **02 / QUOTE SENT**
4. **02 / DECLINED**
5. **03 / NOT INVOICED**
6. **03 / PENDING DEPOSIT**
7. **03 / CONFIRMED**
8. **03 / COMPLETE**
Selecting a phase tile hides columns that don't belong to that phase, so **01 / LEAD** shows only the two lead columns.
Each card shows the customer, company, events, payment status, and owner. Click a card to open the job.
The board is for scanning stage and money. Drag-and-drop between columns is not how you move a job — change the lead stage, send a quote, or collect a payment, and the column updates from that.
## Filtering
The toolbar under the tiles lets you narrow the list:
* **Search** — customer name, company, or quote number
* **Event date** — a From / To range for the first event
* **Owner** — one teammate, or every owner
The right side of the toolbar shows how many jobs match (for example, **Showing 12 of 40 · Lead**). If a filter returns nothing, **Show all records** clears the tiles and toolbar filters together.
## Job Detail
Open any job from the table or board. The page is an early overview of that customer, not a replacement for the lead, quote, or event pages.
You'll see:
* A title, status badge, and a one-line summary of the first event (date, guest count, venue)
* A three-step **Lead / Quote / Booking** progress bar
* **Events** on the job, with stage badges
* **Activity** for that job
* The customer name (links to the contact) and company
* **Portal link** when the job is tied to a lead — copies a customer portal URL
* Links through to the lead and the latest quote when those records exist
Use those links when you need to edit the inquiry, change a quote, or work the event.
## Best Practices
1. **Start the day on Pipeline** — the tiles tell you how many leads are new, how much is still quoted, and what balance is due before you open individual records.
2. **Use BALANCE DUE when collecting** — it is the fastest way to see every job that still owes you money.
3. **Keep owners current** — the same assignment you set on a lead shows here, so the table stays honest about who owns the follow-up.
4. **Hover Events and Payments before you click in** — most triage questions (when is it, what's unpaid) are answered in the popover.
5. **Treat Leads and Pipeline as a pair** — Pipeline for the portfolio, the lead page for notes, tags, and sending the next quote.
6. **Don't expect the board to be a drag-and-drop kanban** — stage changes still happen on the lead, quote, invoice, or event.
Work an individual inquiry — stages, tags, quotes, and assignment.
Build and send the quote that moves a job into Quoting.
Run the booked events on a job.
Collect the balances the Payments column and BALANCE DUE tile show.