Track and manage deals through your sales pipeline

Manage leads across pipeline stages with a drag-and-drop Kanban board, deal value tracking, and AI-powered automatic stage updates via workflows.

Pipelines give you a visual Kanban board that shows exactly where every lead stands in your sales process. Instead of hunting through contact records to figure out who needs follow-up, you see all your deals laid out by stage at a glance. Combine pipelines with workflows to move contacts forward automatically when key events happen — like an appointment being booked or a form being submitted.

Accessing pipelines

Click Pipelines in the left sidebar. The board view loads with your active pipeline. If you have multiple pipelines, use the pipeline selector at the top of the board to switch between them.

The Pipelines page has two tabs:

• Pipelines — the Kanban board showing all deals by stage
• Manage Pipelines — where you create and configure your pipeline stages

Creating a pipeline

1. Open Manage Pipelines

   Click the Manage Pipelines tab, then click Create Pipeline.

2. Name your pipeline

   Give the pipeline a name that reflects the sales process it tracks (for example, “Inbound Leads” or “Enterprise Sales”).

3. Add stages

   Add the stages that represent your sales process from left to right. Common stages include:

   • New Lead
   • Contacted
   • Qualified
   • Proposal Sent
   • Closed Won
   • Closed Lost

   Add as many stages as your process requires. Drag to reorder them.

4. Save

   Click Save Pipeline. Your new pipeline appears in the board view immediately.

Adding contacts and deals to a pipeline

To add a contact to a pipeline, open the contact record, click Add to Pipeline, select the pipeline and starting stage, and optionally enter a deal value. The contact appears as a card on the board in that stage.

You can also add contacts to a pipeline automatically using a workflow with a Move pipeline stage action — useful for adding new leads as soon as they fill out a form or call in.

Moving deals between stages

Manually: Drag a deal card from one stage column to another. The card snaps into the new stage and the contact record updates instantly.

Automatically: Set up a workflow that moves a contact to the next stage when a specific event occurs — for example, move to “Qualified” when an appointment is booked, or move to “Closed Lost” when a contact opts out.

What deal cards show

Each card on the board displays:

• Contact name and phone number
• Last activity (most recent message or event)
• Assigned team member
• Deal value (if entered)

Click a card to open the contact record without leaving the pipeline view.

Pipeline analytics

At the top of each stage column you can see the total deal value for all contacts in that stage. For deeper reporting, the Analytics section includes:

• Conversion rate between stages
• Average time a contact spends in each stage
• Total pipeline value across all open deals