Pipelines are commonly used for:
leads
sales conversations
client onboarding stages
Where to Find Pipelines
Open the left menu
Click Pipelines
What a Pipeline Is
A pipeline is made of:
stages (columns)
contacts (cards)
Each stage represents a step in a journey.
Example:
New
Contacted
Booked
Completed
How Contacts Move Through Pipelines
Contacts can move:
automatically (via system actions)
manually (by you or your team)
Moving a contact does not change their data.
It only changes their stage.
Best Practice for New Users
Use pipelines mainly for overview
Avoid changing pipeline structure early
Focus on understanding how contacts move
If you want to adjust pipelines later, ask Emmi first.