What does the + Pipeline button on a result row do?
+ Pipeline adds that lead to your Pipeline board without opening it, so you can shortlist leads straight from the results table. Once clicked, the button changes to ✓ Pipeline and the lead appears in the Working column of the board.
Steps
- On the results page, look in the Status column of the lead you want.
- Click + Pipeline under its Working status pill. The lead panel does not open.
- The button changes to ✓ Pipeline. Open Pipeline in the sidebar to find the lead in the Working column.
Good to know
- The button only shows on leads whose status is Working and that are not on the board yet. A lead whose status has moved on to Contacted, Replied, Won or Lost is already on the board, so it has no button.
- The status pill still reads Working after you add the lead, because it has not been contacted yet, and on the board those leads sit in the Working column. Working is what the first stage is called wherever you see it: the board column, the pill in the results table and the pill in the lead panel. A lead moves to Contacted on its own only when an email actually goes out or you log a call. You can always move it yourself instead, by clicking a status pill at the top of the lead panel or by dragging its card into another column on the board.
- The board holds deals you are working, not every search result, so leads you never add stay off it. Approving a draft for a lead, sending it an email or getting a reply also puts it on the board automatically.
- Inside the lead panel, + Add To Pipeline does the same thing and then reads ✓ In Pipeline.
- The lead's Outreach Activity records Added to Pipeline, with the time you added it.
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