Not every conversation follows the same path.
Now your pipelines don’t have to either.

You can create custom pipelines alongside your Structured Sales Process (SSP) to manage:

• events and promotions

• short-term campaigns

• special follow-ups

• any sales flow that doesn’t fit the default process

Custom pipelines give you a clear visual flow for specific goals — without breaking your main system.

How to get started (30 seconds)

1. Go to Contacts

2. Open the View dropdown and click Manage Pipelines

3. Click Create New Pipeline

4. Add your steps and start adding contacts

Think of custom pipelines as focused overlays you turn on when you need them — and remove when the job is done.

👉 Try it out now

Create your first custom pipeline and start organizing contacts around a real goal.

Create a Custom Pipeline

📘 Want to understand it better?

Learn when to use custom pipelines, how they differ from the SSP, and how to manage contacts inside them.

Read the Help Guide