The Pipeline
The pipeline is the heart of CRM — a visual Kanban board showing all your active opportunities grouped by stage. It gives your team an instant overview of where every deal stands.
Process lifecycle
Access the pipeline
The pipeline opens in Kanban view by default, showing opportunity cards grouped in columns by stage. Each card shows the opportunity name, customer, expected revenue, and probability. Drag cards between columns to move them to a different stage. Switch to List view for a more detailed tabular view, or to Activity view to see scheduled activities across all opportunities.
Filter and search the pipeline
By default the pipeline shows your own opportunities (My Pipeline). Remove the My Pipeline filter to see all salespeople's opportunities. Use the search bar to filter by customer, salesperson, sales team, stage, or tag. Save frequently used filter combinations as Favourites for quick access.
Opportunity cards
Each opportunity card in the pipeline shows: the opportunity title, customer name, expected revenue, probability of winning, assigned salesperson, and any scheduled activities. The coloured dot on the activity icon indicates urgency: green = on time, orange = due today, red = overdue. Click any card to open the full opportunity record.
Stages and probability
Each stage has a default win probability that updates automatically as you move opportunities through the pipeline. Odoo also uses AI-based probability prediction — after enough historical data, it predicts win probability based on patterns from your past deals. The probability bar on each card reflects this prediction.