Track a process with Pipelines
Build your own stages, drag contacts between them, and share the board with a collaborator.
A Pipeline is a sphere with stages: a board you can drag contacts across as a relationship moves through a real process, from fundraising to hiring to bringing on a new client.
Why it matters
Some relationships don't need a cadence, they need a status. You're not trying to remember to email an investor every month. You're trying to remember exactly where that conversation stands. A Pipeline gives you a place to see that at a glance instead of digging back through your inbox.
It also makes progress visible, both to you and to anyone you share the board with. A stalled column is obvious the moment you look at it.
How it works
A Pipeline starts with a default set of stages you can rename, reorder, add to, or remove, so it matches whatever process you're actually running. Every contact in it is a card sitting in one stage. Move them by dragging the card to a new column. Anything you'd normally do with a contact, like adding a note or setting a reminder, you can do right from the card.
How to use it
- On the web: create a new sphere and set it up as a Pipeline rather than a regular one.
- Rename the starting stages to match your process, and add or remove stages freely.3. Add contacts as cards, then drag a card into a new column as the relationship moves.
- Add a note or set a reminder straight from a card without leaving the board.
- Share the pipeline with a collaborator, a teammate or someone outside your team, so they can see status or, with write access, move cards themselves. See Share a sphere with someone for the access levels.
Good to know
- Examples where a Pipeline earns its keep: fundraising conversations, hiring, onboarding a new client, or your own job search.
- A collaborator with write access can drag cards on a shared pipeline just like you can. The board stays in sync either way.
- Cards you mark won or lost stay visible in their stage, so the board keeps the full record instead of losing history.
- Each pipeline has its own search box, so you can find one card without scrolling the whole board.
- Use a Flow Sphere instead if the point is that every contact should move through the same automated steps without you touching each card.
Ask Whiz
- "Add Patti to my Fundraising pipeline"