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.
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.
The copy carries over your fields, normalization rules, spam filter, deduplication settings, distribution and review settings, forwarding rules, and every routing rule — same buyers, conditions, prices and tiers. It gets brand-new posting URLs (the originals are never shared), is named "Copy of …", 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.