A project pipeline (or sales pipeline) lets you model and visualise your sales process from lead to won assignment. Aligning this with your internal workflows makes it easier to track progress, estimate value and manage projects efficiently. You can have multiple pipelines if you need to separate processes for different business areas or teams.
To create and edit project pipelines you must have Administrator permissions.
A project pipeline represents the stages a potential project goes through – from initial interest to winning the deal and beyond. Each stage has a title, optional description, and a probability value that helps calculate weighted values for reporting and forecasting. Visualising projects in a pipeline helps teams focus on priorities and stay coordinated.
How to create a Project Pipeline
In Cinode, go to Administration > Process in the main menu and select the Pipelines tab.
Click Projects.
Click + New pipeline.
Enter a meaningful Title for your pipeline.
Click Save.
Add stages to your pipeline
Once the pipeline is created, add stages to define your sales workflow:
Click Create stage.
Enter a Title for the stage – this is visible to your users.
Add a Description – visible on hover in the pipeline view and useful for clarifying expectations or tasks for that stage.
Enter a Probability – the likelihood of winning the project at this stage; this is used in weighted value calculations.
Click Save.
Use the + button to add additional stages as needed.
Rearrange stages using drag and drop to reflect the correct process order.
To edit a stage, click the pen icon next to it.
See pipeline and stage IDs for integration purposes
If you need the ID numbers of your pipeline or individual stages (for API use, integrations, automation, or other purposes), do the following:
In the pipeline view, open the menu (three dots).
Click Show integrations IDs.
The system will display numeric IDs for the pipeline and each stage.
This makes it easier to reference pipelines and stages in external systems or scripts (for example if you’re linking Cinode to another CRM).
Edit or delete a pipeline
Edit
To change a stage’s name, description or probability, use the pen icon beside the stage.
Rearrange stages by dragging them into the desired order.
Delete
Click the three dots to the right of the pipeline.
Select Remove.
Important: You must first move or remove all projects associated with that pipeline before you can delete it.
Use your pipeline in the Project view
After creating a pipeline and its stages:
Go to the Projects section.
Create a new project or open an existing one.
Assign the appropriate pipeline and initial stage.
Use the pipe (visual) view to drag projects between stages as they progress.
This view provides a clear overview of active opportunities and helps prioritise based on stage progression and estimated value.
Best practices
Name stages clearly so team members understand what’s expected at each step.
Use probabilities thoughtfully to improve forecasts and utilisation estimates.
Keep pipelines up to date and archive unused ones to avoid clutter.