Understanding Pipeline Stages

Step-by-step guide to help you master AgentBoard.

Understanding Pipeline Stages

What is the Pipeline?

The Pipeline in AgentBoard is a visual representation of your deal flow, showing players at different stages of negotiation or acquisition. It helps you track progress and prioritize your work.

Pipeline Benefits

Visual representation of your deal flow
Clear overview of all players and their current status
Easy identification of bottlenecks in your process
Helps prioritize which deals need attention
Tracks player progression from initial contact to signed contract

Default Pipeline Stages

AgentBoard comes with the following default pipeline stages, which represent a typical player acquisition or representation process:

Stage	Description	Typical Actions
New Lead	Initial identification of potential players for representation or transfer	Research, initial contact, verification of availability
Prospecting	Gathering more information and establishing communication	Detailed scouting, preliminary discussions, meeting arrangements
Qualification	Determining if there's mutual interest and potential fit	Detailed discussions, assessment of player needs and goals
In Talks	Active discussions about representation or transfer	Proposal preparation, presentation of benefits, addressing concerns
Negotiation	Working through specific terms and conditions	Term negotiation, contract drafting, handling objections
Offer Made	Formal offer or contract has been presented	Follow-up, answering questions, addressing final concerns
Contract	Deal closed, contract signed	Contract finalization, onboarding, relationship management

Previous: Filtering & Sorting Players Next: Moving Players Between Stages

Back to Help Center