Overview
The Pipelines tab helps you visually track where your leads are in your sales process.
Instead of having every contact mixed together, Pipelines let you organize leads by stage so you can see who is new, who is in conversation, who is qualified, and who needs the next step.
This helps you turn Messenger activity into a more organized sales workflow.
What You Can Do In The Pipelines Tab
In the Pipelines tab, you can:
View contacts by pipeline stage
Drag and drop contacts between stages
Manually change a contact’s stage
Create new pipelines
Rename pipelines
Add stages
Edit stage names
Delete pipelines or stages
Open Messenger conversations from pipeline cards
What Is A Pipeline?
A pipeline is a visual sales process.
For example, a basic pipeline might include stages like:
New Lead
Active Conversation
Qualified Lead
Booked Call
Closed Deal
Follow Up Later
Each contact can be placed into a stage based on where they are in your process.
Pipeline Stages
Stages represent the progress of a lead.
A new contact might start in “New Lead.”
After you begin messaging them, you may move them to “Active Conversation.”
If they seem interested, you might move them to “Qualified Lead.”
If they book a call, you can move them to “Booked Call.”
This helps you always know what needs to happen next.
Drag And Drop
In the Full Workspace view, you can drag and drop contacts between pipeline stages.
This makes it easy to update your pipeline visually as conversations move forward.
Manual Stage Changes
You can also manually change a contact’s stage from their contact card or from pipeline controls.
This is helpful if you prefer dropdowns instead of drag and drop.
Messenger Icon
The Messenger icon is one of the most useful buttons in the Pipelines tab.
It lets you quickly open the Messenger conversation with that contact.
This helps you go from planning to action. Instead of just looking at your pipeline, you can immediately follow up and move the deal forward.
Custom Pipelines
You can customize pipelines based on your business.
Examples:
Sales Pipeline
Coaching Leads
Agency Prospects
Client Follow-Up
Affiliate Leads
Event Leads
You can also adjust stages to match your actual process.
Why The Pipelines Tab Matters
The Pipelines tab helps you avoid having leads stuck in random Messenger conversations.
It gives you a visual system for moving people toward the next step.
This helps you:
see where every lead stands
know who needs follow-up
move conversations toward calls
track active opportunities
avoid losing warm prospects
create a repeatable sales process
Best Practices
Keep your pipeline simple at first.
Start with a few basic stages:
New Lead
Active Conversation
Qualified Lead
Booked Call
Closed Deal
Move contacts as soon as their status changes.
Use the Messenger icon to follow up directly from the pipeline.
Review your pipeline daily or several times per week.
Common Questions
Can I create more than one pipeline?
Yes. You can create different pipelines for different business needs.
Can I rename stages?
Yes. You can customize your stages so they match your sales process.
What should I do if my pipeline feels messy?
Start simple. Use fewer stages and only add more when you need them.