See Every Conversation at a Glance

A sales pipeline is a visual representation of where each lead is in your sales process. Instead of remembering did I follow up with John - you see John in the Proposal Sent stage, which tells you exactly what happened and what comes next. If you have not captured your first lead yet, start with our First Lead in 5 Minutes guide at /guide/first-lead-5-minutes.

Most effective pipelines have 4-6 stages. Too few and you lack visibility; too many and leads get stuck. A classic setup: New Lead → Qualified → Proposal Sent → Negotiating → Won/Lost. Adjust based on your sales cycle.

Yes. Create different pipelines for different products, services, or funnels. A coach might have "1-on-1 Coaching Pipeline" and "Group Program Pipeline." An agency might have "Website Projects" and "Retainer Clients." Each pipeline tracks its own stages and leads.

Start with the minimum viable pipeline: (1) New Lead - just captured. (2) Contacted - you've reached out. (3) Qualified - they fit your criteria. (4) Proposal - you've presented your offer. (5) Closed Won/Lost - final outcome. You can add more stages as you learn your process.

Drag and drop in the pipeline view, or click a lead and change their stage from the dropdown. When you move a lead to a new stage, the timestamp updates so you can track how long they've been at each step.

Yes, always. A "Lost" or "Not Now" stage is valuable for: (1) Understanding why deals fall through. (2) Re-engaging later when timing is better. (3) Tracking your actual conversion rate. Don't delete lost leads—archive them.

Go to Settings → Pipelines, click on your pipeline, and you'll see the stage list. Click any stage name to edit it. Use action-oriented names like "Proposal Sent" instead of vague ones like "Stage 3."