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The Pipeline is a visual board where you can see where every lead is in your sales process. Think of it like sticky notes on a whiteboard — each customer is a card, and you move them along as the deal progresses.

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How a pipeline looks

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Setting up your pipeline

1

Go to Pipeline

Click Pipeline in the left menu.
2

Create your first pipeline

Click New Pipeline and give it a name (e.g. “Main Sales Pipeline”).
3

Add your stages

These are the steps in your sales process — for example: New Lead → Contacted → Demo → Proposal → Won.
4

Save

Your empty board is ready.

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Adding a lead

1

Add a card

Click the + button under any stage column.
2

Find the contact

Search for the contact by name or phone number.
3

Choose their stage

Select which stage they are currently in.
4

Add notes

Write any context (e.g. “Interested in 50 units, needs invoice”).
5

Save

The contact now appears as a card on your board.

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Moving a lead forward

When a lead progresses, drag their card to the next column. The system records how many days they spent in each stage.
The “days in stage” badge tells you if a lead has gone cold. If someone has been in “Contacted” for 7+ days without moving forward, it’s time to follow up.
The Starter plan supports 1 pipeline. Upgrade to Growth or Pro to create multiple pipelines for different products or teams.