Learn how to manage and customize pipelines for tracking leads and clients.
Pipelines track people from left (entry) to right (exit), managing stages.
Stages represent columns where contacts move through different stages.
Edit existing pipelines or create new ones. Add or adjust stages.
View only open, lost, or won opportunities. Adjust filters as needed.
Contacts are unique per board. Avoid duplicates within the same board.
Manually add opportunities or export the list as a CSV file.
Change sorting options and search by name, email, or other tags.
Review and finalize any pre-built automations in your pipeline.