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Pipelines are Kanban boards for contacts and opportunities. Move cards through stages manually or automatically from Flows so sales and support stay aligned with messaging.

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Pipeline types

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Start here

Stages and cards

Create boards, add cards, drag between stages.

Automation

Move cards from Flows; trigger Flows on stage enter.

Permissions

Control which admins can see each pipeline.

Sales analytics

Measure velocity and conversion by stage.

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Quick start

1

Open Pipelines

In the sidebar, click Pipelines.
2

Add a pipeline

Choose Opportunities, Support, or Custom. Name it and adjust stages.
3

Add a card

Click Add card / Add new, link a contact, and save.
4

Move and assign

Drag between stages and assign an owner.
One contact can have cards in multiple pipelines at once (for example sales + support).
Deleting a stage permanently removes cards in that stage. Move cards first.