The Kanban Pipeline
The Pipeline view shows all your contacts organized into columns by stage. Drag contacts between columns to advance them through your workflow.
Accessing the pipeline
Click Pipeline in the left sidebar. You'll see a Kanban board with one column per pipeline stage.
Moving contacts between stages
Drag a contact card from one column and drop it into another. The contact's pipeline stage updates immediately. You can also change the stage from inside the contact detail panel.
Adding a contact directly from the pipeline
At the bottom of any column, click + Add Contact to create a new contact pre-assigned to that stage.
Filtering the pipeline
Use the filter controls at the top of the pipeline view to show only contacts matching specific criteria — by tag, by date added, or by company.