> ## Documentation Index
> Fetch the complete documentation index at: https://docs.decodahealth.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Pipelines
> Configure the stages leads move through, the automations that fire at each stage, and which campaigns feed into each pipeline.
**Prerequisite:** The **Marketing** module must be enabled for your clinic. If you don't see **Pipelines** under **Growth**, ask your administrator to turn it on.
A **pipeline** is the path a lead follows from first contact to becoming a patient (or being marked as lost). Each pipeline is made up of ordered **stages**, and each stage can start **automations** -- text messages, emails, tasks, and more -- the moment a lead enters it.
Use this page to set up new pipelines, adjust the stages and automations on existing ones, and connect campaigns so new leads land in the right place.
**Where to find it:** Open **Growth > Pipelines**. To see opportunities moving through these stages, open **Growth > Opportunities** and select the **Kanban** view.
## Pipelines Page
The page lists every pipeline in your clinic. For each one you'll see:
* The pipeline's **name** and optional description.
* A visual chain of its **stages**, with a colored dot per stage and a checkmark on the "won" stage.
* An **automation count** showing how many automated actions are configured across all stages.
* A list of **campaigns** that send their leads into this pipeline.
Active pipelines appear by default. If you have any archived pipelines, an **Archived** button appears at the top right -- click it to show or hide them.
## Create a New Pipeline
Click **New Pipeline** in the top right corner of the Pipelines page.
Give the pipeline a **Name** (required) and optional **Description** so your team knows what it's for.
Click **Add Stage** for each step a lead should move through. For every stage:
* Pick a **color** (used on the kanban board and in reports).
* Type the **stage name** (e.g., "New", "Contacted", "Consultation Booked").
* Mark **Won** on the stage that means the lead converted.
* Mark **Lost** on the stage that means the lead didn't work out.
Use the up and down arrows to reorder stages. Use the trash icon to remove one.
Tick any campaigns that should feed opportunities into this pipeline. New opportunities from a linked campaign start in the pipeline's first active stage.
Click **Create Pipeline**. The pipeline is now available in the **Kanban** view under **Growth > Opportunities**.
## Edit a Pipeline
From the Pipelines page, click **Edit** on any active pipeline. The same form opens with the existing values. You can rename it, add or remove stages, change colors, and adjust campaign attachments. Click **Save Pipeline** when done.
Removing a stage from a pipeline that already has opportunities in it can leave those opportunities without a stage. Move them to a different stage in the **Kanban** view under **Growth > Opportunities** before deleting one.
## Stage Automations
Each stage can run automations that fire the moment a lead enters it. To configure them, click the **lightning bolt** button on any stage row in the editor. The automations panel expands underneath.
### Add an Automation
Click **Add automation** and choose one of the following types:
| Automation | What It Does |
| ------------------- | ----------------------------------------------------------------------------------------------------------- |
| **Send SMS** | Texts the lead a message you write. Supports `{{lead.first_name}}` and `{{lead.last_name}}` placeholders. |
| **Send Email** | Emails the lead with a subject and body you write. Same placeholders are supported. |
| **Create Task** | Creates a follow-up task for your team with a title, description, and priority (Low, Normal, High, Urgent). |
| **Assign Provider** | Auto-assigns the lead to a specific provider. |
| **Start Sequence** | Begins a drip or follow-up sequence by ID. |
| **Webhook** | Calls an external URL so you can connect Decoda to other tools. |
### Set a Delay
Each automation has a **Delay after stage entry** option. Pick from **Immediately**, **5 minutes**, **30 minutes**, **1 hour**, **1 day**, **3 days**, or **1 week**. Use a delay when you want to give the lead breathing room before reaching out, or when an action only makes sense after a waiting period.
### Edit or Remove an Automation
Click the **three-dot** button on any automation to expand its config form. Make your changes and click **Save**. Click the **trash icon** to remove the automation.
Automations on a brand-new pipeline are saved together with the pipeline when you click **Create Pipeline**. On an existing pipeline, automations save as soon as you click **Save** on the automation form.
## Linking Campaigns
The **Campaigns** section of the pipeline editor lists every campaign in your clinic. Tick a campaign to attach it to this pipeline. Untick it to detach. New opportunities from an attached campaign always start in the pipeline's first active stage.
## Archive and Restore
If a pipeline is no longer in use, click the **archive icon** on its row. The pipeline disappears from the active list but is preserved along with its leads and historical data.
To bring it back:
1. Click the **Archived (n)** button at the top of the page to show archived pipelines.
2. Click **Restore** on the pipeline you want to bring back.
## Advanced Configuration
Every pipeline should have at least one stage marked **Won** (a successful conversion) and one marked **Lost** (a lead that didn't convert). These flags drive funnel reporting on the **Growth > Dashboard** and determine when leads are eligible to be converted into patient records.
Access follows your clinic's Growth permissions. Ask an administrator if **Growth > Pipelines** is not available.
The pipeline editor only configures stages and automations. To move opportunities between stages, open **Growth > Opportunities**, select the **Kanban** view, and drag a card from one column to another. See [Growth & Lead Tracking](/modules/growth) for the full workflow.