Set up pipelines
How to create and configure pipelines, statuses, and automations.
Add & set up pipelines
Create and customize pipelines—by using editable templates.
Automove jobs
This feature simplifies your workflow by making jobs move from stage to stage in a pipeline.
Add & manage stage automations
Add, manage and delete stage automations in your pipeline
Auto-add jobs via the client sign-up form
Link multiple-choice responses to pipelines and job templates to your sign-up page for clients.
Stage time limits
Set maximum time limits for pipeline stages and monitor overdue jobs.
Tags in pipelines
View and use account tags in your pipelines.
Conditional stages & automations in pipelines
Create if-then rules that trigger automations or create stages for selected groups of clients.
Create & edit custom job statuses
Create, edit, and delete custom job statuses in each pipeline to manage workflow blockers.
Create & edit client-facing job statuses
Create and edit templates that reflect your workflow stages for clients.
Assign client-facing statuses via job templates
Save time by using job templates to automatically assign a client-facing job status.