Skip to main content
Stages are columns. Cards are the contacts/opportunities inside them.

​
Create and edit stages

  1. Open your pipeline.
  2. Add or rename stages to match your real process.
  3. Reorder columns so the board reads left-to-right through the journey.
Keep stage names short and unambiguous (Qualified, not Maybe later?).

​
Add a card

1

Click Add new / Add card

Choose the stage where the card should start.
2

Link a contact

Search by name, phone, or email and attach the contact record.
3

Set details

Add value, priority (Low / Medium / High / Urgent), and assignee when available.
4

Save

The card appears on the board with access to the contact’s conversation history.

​
Move cards

Drag a card to another stage, or open the card and change its stage. For automatic moves, see Pipeline automation.

​
Tips

  • Use priority labels so Urgent work surfaces first.
  • Don’t park stale cards in early stages — archive/close lost deals.
  • Align stage names with Automation Rules and Flow conditions.