Mastering Pipelines
Use pipelines to track deals, projects, or any multi-stage process.
What pipelines are for
Pipelines let you track contacts as they move through a process. Sales deals, project stages, service delivery — anything with steps.
Each pipeline has stages. Contacts move from one stage to the next as they progress.
Creating a pipeline
Go to Pipelines. Click "New Pipeline."
Name your pipeline (e.g., "Sales Pipeline," "Client Onboarding").
Define your stages. Examples:
- Sales: Lead → Meeting → Proposal → Negotiation → Won
- Projects: Inquiry → Scoping → In Progress → Review → Complete
- Service: New Client → Onboarding → Active → Offboarding
Free plan allows 2 pipelines with up to 6 stages each. Pro plan has no limits.
Using the pipeline
Open a pipeline. You'll see your stages laid out as columns.
Drag a contact into the first stage. As you work with them, drag them to the next stage.
You can link appointments and tasks to pipeline contacts so everything stays connected.
Tips
- Don't overcomplicate stages. 4-6 stages is usually enough.
- You can have multiple pipelines for different processes (sales vs. projects).
- Pipelines work best when you actually move contacts through them. If contacts sit still, consider simplifying.
- Use tags and custom fields to track additional details without cluttering the pipeline.
Try pipelines in your workflow
Sign up and create your first pipeline to see if it fits how you work.