🧩 2 default pipelines 🎨 Custom stages & colors 🧲 Filter by tags

Pipelines in Contactful: see what’s next (and move faster)

Pipelines turn your LinkedIn relationships into a clear workflow. You get 2 default pipelines to start, and you can create up to 3 fully custom pipelines with your own stage names, number of stages, and stage colors. Work directly in the board using drag & drop—and filter any pipeline view by contact tags for instant segmentation.

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What you get

Default pipelines + fully custom pipelines

Start immediately with defaults, then tailor workflows for recruiting, sales, partnerships, or founder networking.

2 default pipelines

Ready out of the box. Ideal when you want structure on day one without setup. Use them as-is—or customize later.

Up to 3 custom pipelines

Create three independent workflows (e.g., “Recruiting”, “Sales”, “Partnerships”) and keep each one focused.

Custom stages & colors

Rename stages, change the number of stages, and set stage colors so your board is instantly readable at a glance.

Drag & drop

Work the pipeline: move contacts with one action

This is a visual demo (safe to play with). In the app, you’ll drag contacts across stages the same way.

Example pipeline: Sales Follow-ups Tip: drag cards between columns • Combine with tags for segmentation
New
2
Alex M. — Head of Growth Saved from LinkedIn • Add note + tag • Decide next step
Prospect ICP: SaaS
Monika K. — Founder Warm intro • Good fit for partnership
Partner PL
Messaged
1
Sarah P. — Talent Lead Sent message • waiting for reply
Warm UK
Call / Meeting
0
Closed / Next cycle
0
Customization

Customize pipelines to match your workflow

Rename stages, change the number of stages, and set stage colors so your pipeline reflects how you actually work.

What you can customize

1
Pipeline name: e.g., “Recruiting — Backend”, “Sales — Agencies”, “Partnerships”.
2
Stage names: make stages speak your language (Shortlist, Outreach, Interview, Offer, Closed).
3
Number of stages: keep it lean (3–6) or add structure when needed.
4
Stage color: at-a-glance status (green = “ready”, amber = “waiting”, etc.).

Tags + pipelines = “segment & execute”

The cleanest setup is: use tags for segmentation (ICP, role, industry, location), and use pipelines for execution (what’s next). You can also filter pipeline views by contact tag to work one segment at a time.

  • Filter pipeline by tag: e.g., “ICP: SaaS” or “Role: Backend”
  • Work that filtered segment with drag & drop
  • Stay consistent across multiple pipelines (up to 3 custom)
By role

Why pipelines matter for all of you?

Different jobs, same advantage: you always know who’s next and what to do.

Recruiters: pipeline = interview clarity

Keep candidates moving. A recruiting pipeline makes it obvious who’s in shortlist, interview, offer, and who needs follow-up. Combine with tags (role, seniority, location) to work one requisition at a time.

Recruiter outcomes

  • Stop losing candidates between messages and calendar scheduling
  • Filter pipeline by role tags to create clean shortlists per job
  • Drag & drop keeps your status updated in seconds

Talent Hunters: run multiple searches without mixing them

Use up to 3 custom pipelines to run separate searches (or clients) in parallel. Keep stage colors consistent so you can scan progress instantly.

Hunter outcomes

  • Separate pipelines per client / role search
  • Filter by skill tags to work only the best segment today
  • Fewer spreadsheets, less context switching

Sales: execute follow-ups like a system

Sales dies in the gaps. Pipelines make follow-up inevitable: New → Messaged → Meeting → Closed. Filter by ICP tags to run focused micro-campaigns without blasting everyone.

Sales outcomes

  • Never wonder “who do I message today?”
  • Work one ICP segment at a time via tag filters
  • Keep your LinkedIn outreach consistent without automation

Founders: relationships become a compounding asset

Use a pipeline for fundraising, partnerships, hiring, or key accounts. With stage colors and drag & drop, your network stays up to date in seconds.

Founder outcomes

  • Track intros, follow-ups, and next steps cleanly
  • Filter the pipeline by tags (Investor, Advisor, Partner)
  • Keep momentum without a heavy CRM setup

Consultants: pipeline clarity + niche segmentation

Consultants win with relevance. Pipelines keep your offers moving while tags keep your segments clean (niche, pain point, service line).

Consultant outcomes

  • Keep discovery calls, proposals, and follow-ups visible
  • Filter pipeline by niche/pain tags for highly relevant outreach
  • Build repeatable “lead → call → proposal → close” flow on LinkedIn
FAQ

Pipeline questions people ask

Quick answers to make pipelines “click”.

Do I have to use the default pipelines?
No. The 2 default pipelines help you start instantly, but you can customize or create up to 3 fully custom pipelines.
Can I rename stages and change the number of stages?
Yes—pipeline name, stage names, number of stages, and stage colors are customizable so your board matches your workflow.
Can I filter a pipeline view by tag?
Yes. Filter pipeline views by contact tags (e.g., ICP, role, niche, location) to work one segment at a time.
How do I “work” a pipeline day-to-day?
Drag & drop contacts across stages as you take actions (message sent, meeting booked, offer made, etc.). This keeps your system current without admin overhead.

Stop losing follow-ups—use pipelines

Start with 2 default pipelines, create up to 3 fully custom pipelines, filter views by tags, and move contacts with drag & drop. Keep LinkedIn relationships organized without scraping or automation.

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