Pipeline
Pipeline shows where each person stands on the way to your events: who you have in mind, who you’ve reached out to, who said yes and who said no. Each person in it is from People, so their details, tags and history stay in one place.
Why use it
Section titled “Why use it”A shortlist in a spreadsheet goes stale the moment someone replies. With the pipeline, the team sees one list: who to ask next, who hasn’t answered, and who has confirmed. Every move is kept with who made it and why, so the next person picks up where the last one left off.
Stages
Section titled “Stages”Your pipeline starts with eight stages. You don’t set anything up: they’re there the first time you open Pipeline.
| Stage | Means |
|---|---|
| Identified | Someone you’d like to work with. |
| Researching | You’re checking their fit. |
| Approved | The team agreed to ask them. |
| Contacted | You’ve reached out. |
| Interested | They want to hear more. |
| Confirmed | They said yes. |
| Declined | They said no. |
| Future fit | Not this time, but worth asking again. |
Confirmed counts as won, declined as lost, and future fit as people to keep in touch with. The others are open.
The board and the list
Section titled “The board and the list”Switch between two views of the same people:
- The board has a column for each stage, with a card for each person and a count at the top of each column.
- The list shows one row per person with their stage, the event they’re in the pipeline for, when they entered their stage, their last activity and how many contracts they have.
In either view:
- Search finds a name, an email or an organization.
- Filters narrow it by stage, tag or event.
- Sort the list by name, organization, stage, when they entered their stage, last activity, or when they were added.
- Export downloads what’s on screen as a CSV file that opens in Excel, Numbers and Google Sheets.
Add people from People or a group
Section titled “Add people from People or a group”Select people
On People, select the people you want to track. Filter first to pick, say, every Speaker who is also a Member. On a group’s page, select the people in it.
Add them to the pipeline
Choose the stage they start in (the first stage, unless you pick another) and, if they’re for one event, the event.
You can add up to 200 people at once. Anyone already in the pipeline is skipped and listed, so nobody is in it twice. You can also add one person from their page. Adding someone to the pipeline doesn’t email them.
Move someone to another stage
Section titled “Move someone to another stage”On the board, drag their card to another column. In the list, or on their page, choose a new stage. Add a note about why with the move, such as “Said yes on the call, sending the agreement.” Moving someone doesn’t email them.
See a person’s history
Section titled “See a person’s history”Open a person in the pipeline to see every move: the stage they came from and went to, who moved them, when, and the note. Their page shows their stage too, and People has a pipeline column and filter.
Take someone off the pipeline
Section titled “Take someone off the pipeline”Choose Archive. Sessionboard CRM asks you to confirm first. The person stays in People with their history and contracts. To record a no, moving them to Declined or Future fit keeps them in view for next time.
Once someone says yes, send them an agreement to sign.