While simple, pipelines are a powerful way to organize, update, and act on your active customers and prospects.
What Are Pipeline Views?
There are four fixed pipeline views, which represent different stages in the customer lifecycle:
Lead
In Process
Closed
Adverse
These views are not customizable, but they help separate your opportunities based on where they are in the journey.
🔹 Moving an Opportunity to a New Stage
To move an opportunity between stages:
Click into the opportunity
Click the Change Stage button
Choose the new stage (e.g., from Lead to In Process)
This changes both the status and the pipeline view.
📌 For users integrated with your LOS:
If you are integrated with your LOS, files are not editable if they have been exported to your LOS or if they have been started in your LOS. Files will move through Milestones and Stages as the file is updated in your LOS.
🔹 What You Can Do from the Pipeline
From each pipeline view, you can:
Send an email to the contact
Create a task
Add a note
Update the opportunity status
Each opportunity row gives you quick access to these actions without needing to open the full profile.
🔹 Adding Fields to Your Pipeline
You can customize what columns appear in the pipeline:
Click Edit Columns
Choose which fields to display (e.g., email, state, source)
Click Save
These fields help you scan and sort through opportunities faster.
🔹 Filtering the Pipeline
You can filter the pipeline view by:
Source
Tag
Status
Property state
Filters help narrow down large lists and prioritize your outreach.
🔹 Status + VIP Admin Workflows
Statuses can be customized via the VIP Admin system (admin users only).
Certain statuses may also trigger automated workflows, such as notifications or follow-up tasks — also configurable through VIP Admin.
🔹 Exporting Your Pipeline
You can export a pipeline to a spreadsheet. Exports include:
Contact name
Email
Phone
Address
This is helpful for reporting, backup, or offline follow-up.