Pipelines now work for contacts on their own — no work request required. Build a contact pipeline with the stages your process needs, assign each contact its pipeline stage, and switch the Contacts module into a Kanban view where every contact sits as a card under its stage, complete with stage counts and win probabilities. Marketing campaigns, outreach sequences, nurture lists — anything you track at the contact level now has a board of its own, and each user can even make Kanban their default Contacts view.

What's New

• Contact pipelines: create and modify pipelines for contacts under Settings → Sales → Pipelines, with your own stage names and a win probability per stage — including Won and Lost.
• Pipeline Stage on the contact: a new field when adding or editing a contact places it in the stage where it belongs.
• Kanban view for Contacts: a Kanban View toggle on the Contacts module shows contacts as cards under their stages — with per-stage counts, probabilities, owners, dates, and tags on each card.
• Per-user default view: a Contact option in your profile's Default View Preferences sets whether the Contacts module opens in List or Kanban for you.

Who This Is For

• Marketing managers running contact-based campaigns — outreach tracked stage by stage, no job paperwork involved
• Sales teams nurturing contacts before there's ever a work request to speak of
• Owners who want the pipeline discipline of the Work Requests board applied to the contact book

⚙️ How to Configure

1) Go to Settings → Sales → Pipelines, open the Stages tab, and select your contact pipeline — or click Add pipeline to create one. Name the stages, set each stage's Win Probability, and save.

Settings (1) → Sales (2) → Pipelines (3) → Stages (4): a contact pipeline with its stages and win probabilities

2) When adding (or editing) a contact, set its Pipeline Stage — the dropdown lists your contact pipeline's stages.

Sales (1) → Contacts (2) → add a contact (3) → Pipeline Stage (4)

3) On the Contacts module, click Kanban View to switch from the list to the board.

The Kanban View toggle on Contacts (1–3)

4) The board shows each stage as a column — with its contact count and win probability — and every contact as a card under its stage, carrying the owner, dates, and tags.

Contacts on the Kanban board, grouped by pipeline stage

5) Prefer the board every time? In Settings → Profile → Default View Preferences, set the Contact module's default layout to List or Kanban — per user.

Profile (1–2) → Default View Preferences → the Contact module's default view (3)

Good to Know

• Contacts stand alone: a contact's pipeline stage is its own — no work request needs to exist for the contact to live on the board.
• Win probabilities included: stages carry percentage probabilities plus Won and Lost, just like your other pipelines, so the board doubles as a funnel readout.
• Your view, your choice: the default view preference is per user — the marketing team can live in Kanban while the back office keeps the list.
• The list is one click away: the toggle switches between List and Kanban any time, with filters and saved views available in both.

Available Now

Contact pipelines and the Contacts Kanban view are live now. Build your pipeline under Settings → Sales → Pipelines, stage your contacts, and run your next campaign from the board. Built straight from customer feedback — keep it coming.