> ## Documentation Index
> Fetch the complete documentation index at: https://help.leaf360.com/llms.txt
> Use this file to discover all available pages before exploring further.
# How to customize your sales pipeline in Leaf360
> A written walkthrough of the video showing how focus bars work across the sales, loan, and business partners pipelines, and how to customize them.
This is the written version of a video showing how to customize the focus bars in your sales pipeline and your business partners pipeline. Both work the same way.
Prefer to watch it instead? Here's the video:
For the full reference on pipelines and stages, see [Pipeline Stages](/mortgage-crm/pipeline-stages). This page just follows the video.
## The three pipelines
Leaf360 has three pipeline types, and they're used differently:
* **Sales pipeline** — for clients who are pre-application: leads and prospects.
* **Loan pipeline** — for clients who are actually applying and already exist in the LOS. This is customized differently and covered in a separate video.
* **Business partners pipeline** — for your referral partners, like real estate agents.
Sales and business partners pipelines customize the same way. The steps below use the sales pipeline as the example.
## How focus bars work
Each pipeline is split into sub-pipelines (for example **Prospects**, **Nurture**, **Application Sent**), and each of those has a row of **focus bars** — the filtered lists inside it, like **New Prospect**, **Connected**, **Hot** and **Warm** under Prospects.
Click **Customize** on the pipeline you want to edit.
Each focus bar is built from filter conditions, for example lead status is **Hot**, **Warm**, **Connected** or **New Prospect**. Set it to **Match any condition** so a lead only needs one of them. Setting **Match all condition** instead would require a lead to carry every condition at once, which usually breaks the list.
Change a lead's stage — either from the pipeline itself or from inside the client's profile — and Leaf360 automatically moves them into whichever focus bar matches their new status.
Click the delete icon to remove one. To add one, name it, set its filter condition, and click **Save Pipeline**. The same underlying list can appear in more than one pipeline — that's expected.
Customizing only happens in **List View**. **Kanban** shows the same focus bars as deal cards, but you can't edit the filters from there directly — changes made in List View show up in Kanban automatically.
## Days in Current Status: building an aging progression
The **Application Sent** section shows a more advanced example: an extra condition called **Days in Current Status**, which is time-based rather than a fixed field.
You can stack several focus bars with different day ranges to build a progression, for example:
* Less than 3 days
* More than 3, less than 7 days
* More than 7, less than 30 days
* More than 30 days
As time passes without the client applying, they automatically move from one focus bar to the next, so the list keeps itself current without manual work. If a client does apply, they move automatically into the loan pipeline instead.
## Doing the same for business partners
The steps are identical for real estate agents and other business partners: click **Customize**, choose the pipeline, and build focus bars the same way. Instead of lead status, you're filtering on contact fields like **contact type**, **tier level**, **priority**, or **referral count**.
## Related
* [Pipeline Stages](/mortgage-crm/pipeline-stages)
* [Sales Pipeline](/mortgage-crm/sales-leads)
* [Partners and referrals](/mortgage-crm/partners-overview)
* [How to Videos](/faq/overview)