What is a pipeline?
Pipelines in Introzy are visual boards that help you track and manage different types of business activities. Each pipeline is divided into stages that represent steps in your process. As a record progresses, you move it from one stage to the next.
The three default pipelines
Introzy ships with three default pipelines, each designed for a specific type of activity.
1. Referral Opportunities
Sidebar location: Pipelines → Referral Opportunities
Subtitle in product: "Warm introductions from certified partners"
Use this pipeline to track introductions and referrals from certified partners — leads your partners send you, introductions between people or companies in your network, and referral-based deals you are working with a partner.
Create button: + Create Referral
Default stages:
Stage | Default Win % | What it means |
New Referral | 10% | Partner sent you the lead. |
Qualified | 20% | Vetted and accepted as a good fit. |
Engaged | 40% | Active sales process underway. |
Proposal Sent | 60% | Formal proposal or contract in flight. |
Closed Won | 100% | Customer acquired. Partner earns commission. |
Closed Lost | — | Lost or disqualified. |
2. Partner Network
Sidebar location: Pipelines → Partner Network
Subtitle in product: "Manage certified partners and consultants"
Use this pipeline to track certified partners and consultants — resellers, affiliates, strategic partners, and similar business relationships. It tracks each partnership from initial interest through active collaboration.
Create button: + New Partnership
Default stages:
Stage | Default Win % | What it means |
Partner Inquiry | 10% | Someone has expressed interest in partnering. |
Application Review | 20% | You are evaluating their fit as a partner. |
Partner Interview | 35% | You are having deeper conversations about the partnership. |
Agreement Negotiation | 55% | Working out terms, contracts, and expectations. |
Onboarding | 65% | Agreed. Getting them set up. |
Active Partner | 75% | Fully onboarded and actively partnering. |
High Performer | 90% | A partner exceeding expectations. |
At Risk | 20% | A partner who may need attention or intervention. |
Inactive | — | A partnership that has ended or gone dormant. |
3. Integration Partnerships
Sidebar location: Pipelines → Integration Partnerships
Subtitle in product: "Technical integrations and API partnerships"
Use this pipeline to track technical integrations with other platforms and systems — API partnerships, platform connections, and technical development projects from initial discussions through launch and ongoing maintenance.
Create button: + New Integration
Default stages:
Stage | What it means |
Partner Prospect | You have identified a potential integration opportunity. |
Initial Discussion | Early conversations about the integration. |
Technical Review | Evaluating technical requirements and feasibility. |
Security / Legal | Security review, legal agreements, or compliance. |
In Development | Integration is actively being built. |
Testing / QA | Testing before launch. |
Launched | Integration is live. |
Maintenance | Ongoing maintenance and updates. |
Deprecated | Integration has been retired. |
Integration Partnerships stages do not have default Win % values — this pipeline tracks development status rather than revenue probability.
Choosing the right pipeline
If you're tracking... | Use this pipeline |
A referral or introduction between people or companies | Referral Opportunities |
A business partnership (reseller, affiliate, consultant) | Partner Network |
A technical integration or API partnership | Integration Partnerships |
Custom pipelines
Admins can create additional pipelines alongside the defaults. New pipelines can be created as Referral Opportunities or Partner Network types — each pipeline's stages, colors, descriptions, and Win % values can be customized independently.
Integration Partnerships cannot be duplicated. New pipelines can only be created as Referral Opportunities or Partner Network types.
How to navigate to a pipeline
In the sidebar on the left, click Pipelines to expand the menu.
Select the pipeline you want to view.
The sidebar lists all pipelines available to your organization, including any custom pipelines your admin has created.
Features available in every pipeline
Stage headers
In Kanban view, every stage header shows:
Count — the number of records currently in that stage.
Win % — the likelihood a record in that stage will reach the final success stage.
The Referral Opportunities pipeline also shows Avg. deal value across records in each stage.
Kanban and Table views
Each saved view can be set to either Kanban or Table layout. To switch:
Click the View settings icon (the sliders icon) in the top-right toolbar.
Select View type.
Choose Kanban (Kanban board view) or Table (Traditional table view).
Kanban view: Records appear as cards arranged in columns by stage. Drag and drop a card to move it to a different stage.
Table view: Records appear in a spreadsheet-style list with sortable columns. To update a record's stage without opening it, click the Stage pill in its row — a dropdown appears showing all available stages, with a checkmark on the current one. Select the new stage to apply it instantly.
Property visibility
Use View settings → Property visibility to show or hide specific columns in the current view.
Filtering, sorting, and search
Filter (funnel icon) — narrow the view by stage, owner, date, or other record fields.
Sort (arrows icon) — arrange records by name, date, or value.
Search (magnifying glass icon) — find specific records by keyword.
Saved views
Save filter, sort, and view-type combinations as named views for quick access.
Set up your filters, sorting, and view type.
Click Save View.
Enter a name for the view.
The view appears in the tabs bar at the top of the pipeline.
FAQ
Q: Can I rename a default pipeline? A: No. The three default pipelines cannot be renamed or deleted. You can rename stages within them, and you can create custom pipelines with any name.
Q: Can I delete a default pipeline? A: No. Default pipelines cannot be deleted. You can rename or delete stages inside them, but the pipeline itself is permanent.
Q: Can I create another pipeline of the Integration Partnerships type? A: No. New pipelines can only be created as Referral Opportunities or Partner Network types. Integration Partnerships exists only as the single default pipeline of that type.
Q: Can stage Win % values be edited? A: Yes. Admins can edit each stage's Win %, label, color, and description in Settings → Pipeline Customizations.
Q: Who can create or customize pipelines? A: Admins only. Users without admin permissions can view and use pipelines but cannot change stage labels, Win %, or create new pipelines.
Q: Can I move a record from one pipeline to another? A: Yes. Open the record and use the move option to transfer it to another pipeline.