The Pipeline is a visual board that shows you exactly where every lead is in your sales process. Each customer is a card, and you drag them forward as the deal progresses — like sticky notes on a whiteboard.
Set up your pipeline
Go to Pipeline
Click Pipeline in the left menu.
Create a pipeline
Click New Pipeline and give it a name — for example, “Main Sales Pipeline”.
Add your stages
Define the steps in your sales process. A common setup: New Lead → Contacted → Demo → Proposal → Won.
Save
Click Save. Your empty board is ready.
Add a lead
Click the + button
Click the + button under the stage column where this lead currently sits.
Find the contact
Search by name or phone number to link the card to an existing contact.
Choose their stage
Confirm which stage they are in right now.
Add notes
Write any useful context — for example, “Interested in 50 units, needs invoice”.
Save
The contact appears as a card on your board.
Move a lead forward
Drag a card to the next column when the deal progresses. StoreTalk records how many days the lead spent in each stage.
Watch the “days in stage” badge. If someone has been in “Contacted” for 7 or more days without moving forward, it’s a signal to follow up before the lead goes cold.
The Starter plan supports 1 pipeline. Upgrade to Growth or Pro to create multiple pipelines for different products or teams.
