Help Center

Pipeline

Track people from first enquiry to won or lost, with stages, values and automations.

• Understand the pipelineWhat the pipeline board shows, where new people land, and how to read a card.
• Set up your pipeline stagesRename, recolour, reorder, add and delete stages, and choose which stage means won and which means lost.
• Move contacts between stagesDrag cards on the board, use the keyboard, change the stage on a record, or let payments and workflows move people for you.
• Deal values and totalsWhere a card's value comes from, how to set it yourself, and how the column and board totals are added up.
• Start a workflow when someone moves stageUse the "They move to a pipeline stage" trigger to send a follow-up, add a task or tag, or move people on automatically.