Contact Pipelines let you visually organize and track contacts through different stages of your workflow, like a Kanban board for your contacts.
Key features
Stages — Create custom stages (for example, New Lead, Contacted, Qualified) to represent steps in your process.
Drag & drop — Move contacts between stages by dragging their cards.
Linked tags — Associate tags with a stage so contacts with those tags are automatically added to the stage.
Multiple views — Switch between column, table, and map views to see your pipeline the way you prefer.
Filters — Filter contacts within each stage by tags, opt status, starred, and more.
Contact Pipelines Features
Key Features
Navigate between views — Switch between Table, Columns, and Map (Beta) to see the same pipeline in different layouts.
General contact search — Search across all contacts in the pipeline to quickly find a specific person or company.
Field overview — Preview key contact details at a glance so you can scan cards and navigate faster.
Create a new stage — Add a new pipeline stage (available in every view listed in #1) to match your workflow.
Contact Pipelines Columns
This section provides an overview of the Columns view and its key elements.
Drag stage — Drag a stage left or right to change its position in the pipeline.
Stage name & rename — View the stage name and click to rename it.
Add Contacts to Stage — Add new or existing contacts directly into a stage.
Dropdown menu — Access options to link tags to the stage or delete the stage.
Contacts in stage — View all contacts currently assigned to that stage.
Configure Contact Fields
This section provides an overview of the Configure Contact Fields view, which displays your pipeline stages in table form.
Navigate available stages — Browse through your existing pipeline stages to preview their contacts.
Overview of contacts in selected stage — View a summary of all contacts assigned to the currently selected stage.
Column toggles — Toggle the visibility of key contact columns: Last Message ✓ Last Activity ✓ Added at ✓
Configure Contact Fields — Customize which contact fields are displayed in the table view.
Contact Pipelines Map Overview
This section provides an overview of the Map view, which displays your pipeline stages as a visual canvas on a map.
Available stages — Browse your pipeline stages on the map canvas. Click a stage to view the contacts currently present in that stage.
Stage name — Each stage is labeled with its name directly on the map for easy identification.
Conclusion
Contact Pipelines give you a flexible, visual way to manage and move contacts through any workflow. With multiple views (Columns, Table, and Map), customizable stages, drag-and-drop functionality, and configurable contact fields, you can tailor your pipeline to fit exactly how you work — whether you're tracking leads, managing outreach, or organizing relationships at scale.