KeyCRM Pipelines
This article describes working with KeyCRM sales pipelines in LightLead.
Loading Pipelines
In KeyCRM, a pipeline is represented by order statuses. The full list of statuses is loaded via the statuses API during discovery. Statuses include: new, confirmed, shipped, delivered, cancelled, and additional custom statuses.
Pipeline Structure
Each pipeline contains:
Pipeline ID — a unique ID used in API requests
Pipeline name — the display name
List of statuses/stages — the stages a deal/order/lead passes through
Stage order — the sequence defined in the CRM
Use in Reports
Pipelines are used in LightLead reports for:
Grouping data: group data by pipeline to analyze different sales tracks
Filtering: filter data by a specific pipeline
Comparison: compare the performance of different pipelines
Visualization: build sales funnel charts
Updating Pipelines
When pipelines change in the CRM (added, deleted, renamed), you need to re-run discovery. Methods:
Automatic: on the next scheduled sync
Manual: click "Refresh discovery" in the connection settings
Specifics
Pipelines deleted in the CRM are marked as inactive in LightLead, but historical data is preserved
Renaming a pipeline does not affect already-built reports — matching is done by ID
When a new pipeline is added, old reports continue to work unchanged
Related Pages
Stages — description of stages within pipelines