Pipelines and Stages

Pipelines are structured workflows that move deals through a series 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 order. You can reorder stages by dragging them.

Lead Pipeline Example

A typical lead pipeline: New lead > Qualified > Meeting > Proposal > Won / Lost. Each stage represents a meaningful step in your work with a lead.

Deal Pipeline Example

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

Pipeline Records

A pipeline record is an entry moving through your pipeline: a deal with a specific customer, or a partnership you are working on. Each record links to a contact and optionally a company.

Records can have custom fields per pipeline. For example, a lead pipeline might track "lead source" and "meeting date," while a deal 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 new business, one for partnerships, one for renewals. Each operates independently with its own stages and fields.