Organize CRM contacts in pipelines

The CRM has pipelines: boards where each contact sits in a stage, from open stages to won or lost. They're open to every workspace with the CRM.

How it works

1. In the CRM, click New pipeline and start from the Outbound, Sales or Support template, or build your own stages.
2. Add contacts from the CRM, from a list, or by uploading a file with a Stage column.
3. Move a contact with Move to, or drag its card to another stage.
4. Click the lightning button on a stage to call everyone in it with a voice agent or send them a WhatsApp template.