Pipeline
Every open opportunity laid out by stage, with the deal value and the contacts that need attention visible before you scroll.
On this page
1What the pipeline shows
The Pipeline is your open business, organised by where each contact sits in your sales process. Pick a pipeline from the selector at the top and you immediately see its name, the total deal value inside it, and how many contacts it holds — the health of the pipeline before you look at a single card.
Below that, contacts are grouped into columns, one per stage, so the shape of your funnel is visible at a glance: plenty at the top and nothing near the close is a different problem from the reverse.
2Stages are your sales cycle
The columns aren’t fixed. They are the steps of your Sales Cycle, which you define for your business — and there’s a separate cycle for each contact type. Clients, Employees, Partners, Vendors and Other can each move through their own sequence of stages, because a hiring process and a sales process don’t share steps.
Stages connect to automation
A Conversion Plan or Retention Plan attaches to a sales cycle. When the plan activates, it sets the contact’s stage — so a contact can advance through the pipeline because an automated sequence did its job, not only because someone dragged a card.
3Reading a contact card
Each card is built to answer “should I call this person now?” without opening the record:
On every card
Cards are also colour-coded by status, so the ones needing action stand out without reading them:
| Status | Meaning |
|---|---|
| New lead | Just arrived and not yet worked |
| Contact today | An action is due today |
| Missed | A scheduled action was due and didn’t happen |
| Pending | Something is scheduled for later |
| No pending | Nothing is scheduled — this contact is drifting |
“No pending” is the one to watch
A missed action is at least a known problem. A contact with nothing pending at all has fallen out of every sequence — no plan, no reminder, no next step. Those are the deals that quietly go cold. Filter for them regularly.
4Filtering and sorting
The pipeline has full-text search, sorting, and filters that cut across the whole view. You can narrow by:
- Contact filters — assigned user, contact type, state, active or inactive
- Lead source
- Action plan — grouped by type, so you can pull up everyone on any Connection, Conversion, Retention, Event, Seasonal or Parallel plan
- Your own custom fields
- Advanced filters that combine the above
Your filters follow you
Filters are saved on the server, not in your browser. Set up the view you use every morning once, and it’s there on the web, on the mobile app, and after you clear your cache.
5Moving a contact forward
Open a card to reach the contact profile, where the Details tab holds the sales fields: lead source, opportunity, action plan, sales cycle, deal size, likelihood and close date, plus the milestone checkboxes — Appointment Set, Quoted, Closed, Completed.
Changing the sales cycle moves the contact to a new column. Changing the action plan asks you to confirm first, because it replaces whatever plan the contact was already on.
6Troubleshooting
The pipeline total doesn’t match what I expected
The total is the sum of deal sizes on the cards currently in the pipeline, after your filters are applied. Clear the filters to see the unfiltered figure, and check for contacts with no deal size entered — they count as zero.
A contact isn’t in the column I moved it to
An action plan may have moved it. Conversion and Retention plans set the sales cycle when they activate, so a plan launched after your change can override it. Check the contact’s history for an action plan move.
The stages don’t fit how we sell
They’re yours to change — stages are sales cycle steps, defined per contact type in Settings. If your Enterprise account has locked sales cycles, the change has to be made upstream.
7Related pages
- Contact Profile — where a card opens to.
- Action Plans — Conversion and Retention plans attach to sales cycles.
- Lead Sources — one of the main ways to cut the pipeline.