> For the complete documentation index, see [llms.txt](https://docs.tiny.plus/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.tiny.plus/guides/getting-started/designing-your-client-relationship-pipeline.md).

# Designing your client relationship pipeline

## What is a client relationship pipeline?

In tiny+ all companies can be assigned a *Relationship Status*. This status is intended as a method to help identify the important client companies you and your team are managing. 

There are four main states a company's *Relationship Status* may be:

| Relationship Status | Description                                                                                                          |
| ------------------- | -------------------------------------------------------------------------------------------------------------------- |
| `Prospect`          | A company that you would like to be working with, but are not yet an active client.                                  |
| `Active`            | An active client.                                                                                                    |
| `Latent`            | Either a client that is no longer giving you work, or a relationship which has gone quiet for one reason or another. |
| `(not set)`         | Any company that is not a client, for example an industry partner or competitor.                                     |

The *Client Relationship Pipeline* is intended for tracking and nurturing clients. Therefore, not every company that you know and which may appear in your tiny+ database fits into a `Prospect`, `Active` or `Latent` state. These companies should be saved as `(not set)`. 

Once a Relationship Status is set, each client company will appear in *Client Relationship Pipeline* views on the *Companies* page. 

## Configuring your client relationship pipeline

{% hint style="info" %}
You must be an Account Admin to configure the Client Relationship Pipeline.
{% endhint %}

Similar to your [*Project Pipeline*](/guides/getting-started/designing-your-project-pipeline.md), you can expand each of the three major Relationship Status states with phases. This allows you to identify a common business development process for winning new client and nurturing existing client relationships.

For example, under the `Prospect` state you might define phases of `Uncontacted`, `Nurturing` and `Active Opportunity`.

To get started, navigate to **Account Settings** -> **Pipelines** -> [**Configure Standard Company Pipeline**](https://crm.tiny.plus/account/pipelines/companies).

From this page, you can create, edit, re-order and remove *phases*.


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