Pipeline

A kanban board of stages. Each card is a prospect. Drag a card to another column to change its stage.

Path: main nav → Pipeline

Header

• Search, Import, and Add Prospect, the same as on Today and Conversations.

Toolbar

• Pipeline: switch boards when your account has more than one pipeline. The count next to it shows how many prospects are on the board. Hover it to see the count per stage.
• Filter: narrow the board (see below).
• Sort: Created date (descending) (the default), Created date (ascending), Activity (descending), or Activity (ascending).
• Select: turn on selection mode for bulk actions. Not available to view-only users.
• Sheets: shareable spreadsheet views of your prospects (admins and owners). See Sheets.
• My prospects: show only people you own. Click again to show everyone.

Admins and owners also see:

• Add Pipeline at the bottom of the Pipeline list
• The pencil (Edit pipeline settings) to make the pipeline the Default pipeline or delete it. You can't delete the only pipeline.
• The + (Add a stage to this pipeline) to add a stage with a name, optional description, and color

On a phone, Filter, Sort, Select, and the admin tools are under Tools, Mine replaces My prospects, and a bar under the toolbar jumps to a stage.

Filters

Choose one filter from Filter:

• Owner, Office, Office Managers, Meeting Owner
• Source, Import (prospects from one past import)
• Date Created: Today, Yesterday, This Week, Last Week, This Month, Last Month
• Company, Title, Labels
• License Status: Not Started, In Progress, Licensed
• Has Scheduled Message, Unread Messages, Has Upcoming Meeting, Starred
• Due Tasks: All Due Tasks or My Due Tasks
• CCI Priority: Priority 1, 2, or 3
• Production: production values such as transactions or sales volume

Stage counts update to match the filter. Clear it with the x on the filter button.

Stage columns

Each column header shows:

• The stage name and color, with its description under it
• A count of matching prospects
• A badge on the pipeline's default stage, where new prospects start unless a stage is picked
• A download icon to export the stage as a CSV (Created Date, First Name, Last Name, Email, Phone, Company, Title, Stage, License Status, Labels)

Admins and owners can also:

• Open the ... menu (Stage settings) to edit Name, Description, and Color, make it the Default stage, copy its stage ID, or Delete it
• Drag a stage header to reorder stages

Prospect cards

Top row: the prospect's name, then icons when they apply:

• Clock: a message is scheduled
• Chat bubble: unread messages
• Star: starred
• Amber sparkle: a text is queued for device handoff
• Blue sparkle: HiringCenter AI queued a message for review
• PRI 1, PRI 2, PRI 3, or CCI: the prospect's CCI priority

Chips: hover any chip for a preview.

• Note icon with an age (for example 3d ago): the last note
• Chat icon with an age: the last message
• Flag chip: the next task. It reads Due today or 2d overdue in red, or a date such as 6/14 in gray for a future task. A small circle shows the initials of the person assigned, or a sparkle when the task belongs to HiringCenter AI. Hover it to see the task and who it's assigned to.

Bottom row:

• The date the prospect was added
• The latest meeting, when there is one: date and time for an upcoming meeting, and the review's next steps once reviewed. Blue is upcoming, green is completed, red is incomplete, and gray with Needs Review is a past meeting nobody has reviewed.
• The owner's photo or initials. No owner appears when the prospect has no owner.

Click a card to open Prospect Details.

Bulk actions

1. Click Select.
2. Click the cards you want, or use Select all in stage name at the top of a column to pick every prospect in that stage that matches the current filter.
3. Pick an action from the bar:
   • Move to stage: choose a pipeline and stage, then confirm.
   • Add to sequence: enroll them in a sequence.
   • Reassign owner (admins and owners): pick the new owner, then confirm.
   • Delete (admins and owners): HiringCenter suggests Move to Archive instead, which keeps their history. Deleting can't be undone.
4. Click Done selecting or Cancel to leave selection mode.

Everyday flows

Move a prospect: drag the card to another stage, or change Stage on Prospect Details.

Only my book: turn on My prospects.

Find stale follow-ups: filter Due Tasks → My Due Tasks, or sort by Activity (ascending).

Export a stage: click the download icon on the stage header.

Add a stage: admins and owners click + next to the pipeline name, then name it and pick a color.