Pipelines and Stages

Pipelines are structured workflows that move records through a sequence of stages.

Creating a Pipeline

Navigate to Pipelines > Create Pipeline. Give your pipeline a name and add stages. Each stage has a name, an optional description, and a position in the sequence. You can reorder stages by dragging them.

Recruitment Pipeline Example

A typical recruitment pipeline: Sourced > Contacted > Phone Screen > Interview > Reference Check > Offer > Placed. Each stage represents a meaningful step where the candidate's status changes.

Sales Pipeline Example

A typical sales pipeline: Lead > Qualified > Discovery Call > Proposal > Negotiation > Closed Won / Closed Lost.

Pipeline Records

A pipeline record is an entry moving through your pipeline — a candidate for a specific role, a deal for a specific client. Each record links to a contact and optionally a company.

Records can have custom fields per pipeline — for example, a recruitment pipeline might track "role title," "salary range," and "start date," while a sales pipeline tracks "deal value" and "close date."

Moving Records Between Stages

Drag records between stages in the kanban view, or update the stage field in the table view. Stage changes are logged in the contact's activity timeline and can trigger automations.

Multiple Pipelines

You can create multiple pipelines for different workflows — one for permanent placements, one for contract roles, one for executive search. Each operates independently with its own stages and fields.