Working the CRM pipeline

The CRM board shows contacts as cards grouped by pipeline stage.

Moving contacts

Drag a card to another stage to update it; the change is persisted immediately and appears on the contact's activity timeline.

The contact drawer

Opening a contact shows its activity timeline, linked conversations and campaign history, plus tasks and notes.

Where contacts come from

Contacts are created from replies and from leads you work, so the pipeline reflects real conversations rather than a separate list you maintain by hand.