Track and manage deals through your sales pipeline

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

Pipelines give you a visual Kanban board showing where every lead stands in your sales process. Combine pipelines with workflows to move contacts forward automatically.

Accessing pipelines

Click Pipelines in the sidebar. Use the pipeline selector at the top to switch between pipelines.

Creating a pipeline

1. Open Manage Pipelines

   Click the Manage Pipelines tab, then Create Pipeline.

2. Name your pipeline

   Give it a name (e.g., “Inbound Leads” or “Enterprise Sales”).

3. Add stages

   Add stages from left to right. Common stages: New Lead, Contacted, Qualified, Proposal Sent, Closed Won, Closed Lost. Drag to reorder.

4. Save

   Click Save Pipeline.

Adding contacts to a pipeline

Open a contact record, click Add to Pipeline, select the pipeline and starting stage, and optionally enter a deal value.

You can also add contacts automatically using a workflow with a Move pipeline stage action.

Moving deals between stages

Manually: Drag a deal card from one stage to another.

Automatically: Use a workflow to move contacts when events occur (e.g., move to “Qualified” when an appointment is booked).

Deal cards

Each card shows:

• Contact name and phone number
• Last activity
• Assigned team member
• Deal value (if entered)

Click a card to open the contact record.

Stage totals

The top of each stage column shows the total deal value for all contacts in that stage.