Create a pipeline
Name it, confirm its fields, create — then add sources and buyers on the canvas.
Go to Pipelines → New pipeline. You give it a name, check the list of fields your leads carry, and click Create. That's the whole form — you land on the pipeline canvas, where you connect sources and add buyers.
A pipeline is one lead type: one set of fields, one set of buyers, one set of rules. Most sellers run one pipeline per vertical or per offer, not one per supplier — suppliers are sources inside a pipeline.
What the form asks
| Field | Notes |
|---|---|
| Name | Required. Shown everywhere — "Auto Insurance — California" beats "Pipeline 2". |
| Description | Optional, for your team. |
| Lead fields | Pre-filled from the industry you picked when you signed up (insurance, solar/energy, mortgage/finance, home services, or something else). Each row has a name, a type, and a req toggle for required. |
The Quick add chips under the list offer the extra fields your industry usually carries — zip, state, homeowner, loanAmount, serviceType… Click to add. Nothing here is permanent: you can rename, add and remove fields later in Fields & validation.
What a new pipeline comes with
| Default | |
|---|---|
| Status | Active — it accepts leads immediately |
| Fields | email (required), phone, firstName, lastName, plus your industry's extras |
| Sources | One source named Default, with its own posting URL |
| Deduplication | On email, 30-day window, "Keep, don't send to buyers" |
| Distribution | One buyer per lead, equal split |
| Manual review | Off |
| Forwarding | Off |
| Buyers | None — add them on the canvas |
Nothing can go out until you add at least one buyer with a routing rule.
Finding a pipeline in the list
The Pipelines page shows how many pipelines you have next to the title, and a toolbar to narrow the list: tabs for status, search by name, filter by tag, and sort by newest, name, total leads, or leads received today. Search, filters and sort live in the URL, so a filtered view can be bookmarked or shared, and the browser's back button walks back through it.
Two views
The toggle at the end of the toolbar switches how the list is drawn.
| View | For |
|---|---|
| Cards | Checking on the day — the lead-flow glyph, received and delivered today, total leads and rules, one card per pipeline. |
| Table | Administering — every pipeline on a screen, with status, rules, sources, today, delivered today, total leads and creation date in columns. |
Both views show today's two figures side by side: received (real leads that arrived) and delivered today (distinct leads a buyer took, whenever they arrived). A pipeline receiving leads with nothing delivered shows the second figure in amber — that is the pair to read when you suspect a pipeline routes nowhere any more. Both days are cut in your organization's timezone, like the dashboard's. A lead sold to three buyers counts once, so delivered can never exceed received for the same day's work.
In the table, click a column header to sort by it (pipeline, today, total leads, created); clicking the active one goes back to newest first. The sort control in the toolbar and the column headers are the same setting, so they always agree. The ⋮ menu is on the row too, so Duplicate is available from either view.
Your choice is remembered for next time, separately from the one you make on the buyers list. Once you've used the toggle it also sits in the address bar, so a link copied from there opens on the view you were looking at, whatever the recipient's own habit is. On a phone the list is always cards.
Tags
A tag is a word you put on a pipeline to say what kind of pipeline it is — a vertical, a client, a region. Set them in the pipeline's settings panel; tagged pipelines show them under their name in the list, and the All tags filter narrows to one.
Tags are shared with your buyers: the same vocabulary, the same colour for the same word. A tag typed on a buyer is offered on a pipeline, and the other way round, so one word segments both lists at once.
Duplicating an existing pipeline
The fastest way to launch a second, similar pipeline. On the Pipelines list, open a row's ⋮ menu and choose Duplicate, then name the copy — the suggestion is "Copy of …", but a real name is worth typing here: the copy's page address is derived from it.
The copy carries over your fields, normalization rules, spam filter, deduplication settings, distribution and review settings, forwarding rules, tags, and every routing rule — same buyers, conditions, prices and tiers. Each source comes across with its field mapping intact. It gets brand-new posting URLs (the originals are never shared) and starts paused so you can adjust it before it takes traffic.
Check forwarding rules on a copy
Forwarding rules are copied as-is and still point at the same target pipelines as the original. If you don't want the copy feeding those pipelines too, open Forwarding before you activate it.
Common questions
How many pipelines can I have? It depends on your plan — see plans & quotas. Archiving a pipeline frees up its slot — only active and paused pipelines count against the limit.
Should I create one pipeline per buyer? No. Buyers are shared across your whole account and are attached to a pipeline through routing rules. One pipeline per lead type, several buyers inside it.
What's the "Example" pipeline I see? The sandbox, created on demand from your first-run dashboard. Nothing it sends is real — it's there to show the flow. Use Build my own when you're ready.
Can I change the fields after leads start arriving? Yes. Changes apply to leads arriving after you save; leads already stored keep the data they came in with.