How to Use the Sales Pipeline

Quick Summary

You can create unlimited sales pipelines each list = one pipeline
Leads can be added as People or Companies
A single lead can be in multiple pipelines at once
The “All Leads” view also has its own pipeline

💡 Tip 1: Try to separate companies and people into different pipelines 💡 Tip 2: Keep it simple with 3–4 pipelines (e.g., Customers, Prospects, Partnerships, Network)

Create a Sales Pipeline

Option 1: From Scratch

Create a new list → Choose “Start from scratch”
Go to the pipeline tab and set it up manually

How to Use the Sales Pipeline screenshot 1

Option 2: Use a Template

Create a list → Choose a template (22+ options available)

How to Use the Sales Pipeline screenshot 2

​Quick Summary

​Create a Sales Pipeline

Quick Summary

Create a Sales Pipeline