Quick Summary
You can create unlimited sales pipelines each list = one pipeline
Leads can be added as People or Companies
A single lead can be in multiple pipelines at once
The "All Leads" view also has its own pipeline
💡 Tip 1: Try to separate companies and people into different pipelines
💡 Tip 2: Keep it simple with 3–4 pipelines (e.g., Customers, Prospects, Partnerships, Network)
Create a Sales Pipeline
Option 1: From Scratch
Create a new list → Choose “Start from scratch”
Go to the pipeline tab and set it up manually
Option 2: Use a Template
Create a list → Choose a template (22+ options available)
