Understand Pipeline Stages

Understand Pipeline Stages

A pipeline stage should represent a meaningful step in your process, not every individual activity. Moving a contact can also trigger automations.

Where to find it: Admin → Pipeline → Contacts

What to do

1. Open the pipeline view or a contact record.
2. Move the contact to the stage that matches the current relationship.
3. Add a note and next task when the reason is not obvious from the timeline.
4. Check active automations before making a large bulk stage change.

Good to know

• Use tasks for the next action and stages for the broader relationship state.
• Managers may define the available stages for the team.