Use this article to create a lead pipeline with stages from the Pipeline View on the Leads list, add contacts to a stage, move them between stages by dragging, and change stage settings. A pipeline is a board of stages that a contact moves through, for example Inquiry, Tasting Scheduled and Confirmed for event bookings. We will create the pipeline from the Leads list, add a lead to it, move her to the next stage and look at the stage settings.
How do I switch the Leads list to the Pipeline View?
To switch to the Pipeline View, on the Leads list click ① Switch view layout and choose ② Pipeline View. ③ Table View in the same menu brings the list back.
The ① My Lead Pipeline page opens and lists your pipelines as cards ③ with their win, loss and remove counts. Click ② Add Pipeline to start a new pipeline.
How do I create a pipeline?
To create a pipeline after clicking Add Pipeline, choose ① Create from Scratch to set the stages up yourself (② Build with AI generates stages from a description).
On the Create Pipeline form, enter ① a Title and ② a Description. ③ Pipeline goal can be switched on to project revenue from memberships, products, courses or events, and ④ Define Rules lets you choose what happens when a contact is won, lost or removed. Click ⑤ Save.
Next, add your pipeline stages: type ① the first stage name in the stage box, click ④ Add stage for each extra stage (② and ③), then click ⑤ Create 3 stages.
The stages are created and, on the Connect stage step, you can ① connect a form or Facebook lead ads to each stage so contacts enter the pipeline automatically. Click ② Finish setup to go to the pipeline board.
What is on the pipeline board?
On the pipeline board, ① the pipeline name sits at the top with the projected total and contact count. ② Cards is the board itself, ③ List shows the same contacts as a table and ④ Dashboard shows win rates and team activity. ⑤ Each stage is a column; ⑥ Add Opportunity at the bottom of a column adds a contact to that stage and ⑦ Add New Stage sits after the last column. Drop zones for ⑧ WIN, LOSS and REMOVE sit along the bottom of the board.
How do I add a contact to a pipeline stage?
To add a contact to a stage, click Add Opportunity under the first stage column on the board. Choose ① Existing Contacts to pick someone already in Contacts or ② New Contact to create one.
For an existing contact, ① search by name, phone or email, ② tick the contact in the results and click ③ Add to stage.
① The contact's card appears in ② the stage column with the time she entered the stage and quick icons for call, text, tag, calendar and view.
How do I move a contact to the next stage?
To move a contact to the next stage, drag the contact's card on the board and drop it in ① the next stage column. The card ② now sits in Tasting Scheduled and the stage counts update.
How do I change a stage's settings?
To change a stage's settings, click ① the ⋮ on the stage header on the board to open ② the stage menu: Manage stage, Connect Form, Connect Facebook Leads, Connect Workflow and Send Message.
The Manage stage dialog has three tabs: ① Stage, ② Connect and ③ Checklist. On the Stage tab you can change ④ the Stage name and colour, choose ⑤ Managed by employees who are alerted when contacts are added or moved, and set ⑥ Time-in-stage rotting so cards that sit too long are flagged. Click ⑦ Save changes.
How do I add a new lead straight into a pipeline?
To add a lead straight into a pipeline, on the New Lead form open ① Pipeline & Opportunities, pick ② the Pipeline and ③ the Stage, and click Submit. ④ Add More adds a second pipeline row. The lead appears on the pipeline board in that stage.
