How to Add a Card to a Pipeline

Add a card on the board

1. Open Pipelines and choose the pipeline.
2. Select Add card in the step where it belongs.
3. Enter a Card title, for example "Demo with Acme Inc."
4. Add a Description (optional).
5. Attach this card to a contact (optional). Search by name, email or company.
6. Assign to team member: the person responsible for this card.
7. For sales pipelines, enter the Revenue and Recurring / mo amounts.
8. Select Add card.

From the Dashboard

Use the pipeline quick action on your Dashboard. Pick a pipeline, then a step, then add the card.

Automatically

Use the Add New Contact to Pipeline automation template to drop every new contact into a pipeline step. See How to Automate Your Pipelines and Tasks.