Pipelines
The Pipelines section of the sidebar: every pipeline in your workspace, the entity tag beside it, and the + to create one.
Updated October 25, 2026 · 2 min read
The Pipelines section lists every pipeline in your workspace.
What the Pipelines sidebar section shows. It lists every pipeline in the workspace, with a tag beside each showing the entity it is built on, which reads Person, Company or Opportunity on hover. Clicking one, such as Cold outbound, opens a board to move records from stage to stage. The plus creates a new pipeline from a template, so every process from sales to hiring has its own board.
Transcript
Alex opens the Pipelines section of the sidebar, and it lists every pipeline in the workspace. The tag beside each one shows the entity it's built on, and hovering it reads Person, Company or Opportunity. Clicking Cold outbound opens it as a board, so he can move records from stage to stage. The plus next to Pipelines creates a new one from a template, so every process, from sales to hiring, has its own board one click away.
What you see
Each pipeline shows a tag with the entity it is built on, and hovering it names that entity: Person, Company or Opportunity. Click a pipeline to work it as a board, moving records from stage to stage.
Sidebar · PipelinesCreating a pipeline
Click the + next to Pipelines to create a new one from a template. See Working with pipelines.
Common questions
What does the tag next to a pipeline mean?
The entity the pipeline is built on. Hover the tag and it reads Person, Company or Opportunity. See What you see.
What happens when I click a pipeline?
It opens as a board, where you move records from stage to stage. See What you see.
How do I create a new pipeline?
Click the + next to Pipelines and pick a template, or start from scratch. See Creating a pipeline and Working with pipelines.
Why isn't my pipeline listed when I add records to a pipeline?
Only pipelines built on the same entity as the records are listed: a pipeline on Companies won't appear when you're adding people. See Working with pipelines.
Can a record be in the same pipeline twice?
No. Each record can be in a given pipeline once, and records already in it are skipped when you add a selection. See Working with pipelines.
Key outcome
Every process you run, from sales to hiring, has its own board one click away.
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