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

# Pipeline Board: Manage All Active Deals in Connekt

> Navigate Connekt's Kanban pipeline board, move deals by drag-and-drop, manage commission splits, set deal probability, and filter your view.

The Pipeline board gives you a Kanban view of all active submissions and deals, organised by stage. It's the fastest way to see where everything stands across your team and move things forward without digging into individual records.

## Navigating the Board

<Steps>
  <Step title="Open Pipeline">
    Click **Pipeline** in the main navigation.
  </Step>

  <Step title="Review the columns">
    The board loads with a column for each deal stage. Each card shows the candidate name, company, job title, and deal value at a glance.
  </Step>

  <Step title="Choose your view">
    Use the **My Placements** and **All Placements** tabs at the top of the board to toggle between your own deals and the full team pipeline.
  </Step>
</Steps>

## Moving Deals by Drag and Drop

You don't need to open a record to advance a deal through the pipeline. Simply drag a card from its current column and drop it into the new stage column. Connekt updates the submission or deal status automatically — no separate save required.

<Tip>
  Dragging cards is the fastest way to run a daily pipeline review. Work through each column left to right and move anything that's progressed since your last check.
</Tip>

## Commission Drawer

Clicking any card opens the **Commission Drawer**, a side panel where you can view and manage the financial details of a deal without leaving the board.

<CardGroup cols={1}>
  <Card title="Fee Splits" icon="chart-pie">
    View and edit how the placement fee is divided between contributing recruiters. Changes here are reflected immediately on the Placement record.
  </Card>

  <Card title="Deal Probability" icon="percent">
    Set a percentage likelihood that the deal will close. This figure feeds into pipeline forecasting so your revenue projections reflect reality.
  </Card>

  <Card title="Estimated Value" icon="sterling-sign">
    Override the fee amount with a custom estimated value. Use this when the final fee isn't confirmed yet but you want accurate pipeline numbers for reporting.
  </Card>
</CardGroup>

## Filtering the Board

Use the filter controls at the top of the board to narrow down what you see.

| Filter             | What it does                                                                              |
| ------------------ | ----------------------------------------------------------------------------------------- |
| **Search**         | Find cards by candidate name, job title, or company name                                  |
| **Team member**    | Show only deals owned by a specific recruiter                                             |
| **Status**         | Limit the board to cards at a particular stage                                            |
| **Ownership view** | Switch between the full pipeline, deals you own by company, or deals you own by candidate |

<Info>
  The ownership view filters are especially useful for large teams where the full pipeline board can be overwhelming. Filtering to your own companies or candidates keeps your focus on the deals where you can take action.
</Info>