---
title: "Track leads with pipelines"
description: "Create a pipeline with your own stages, add contacts to it automatically from an automation and move deals along a drag-and-drop board."
canonical: "https://www.awwtomation.com/how-to/track-leads-with-pipelines"
---

# Track leads with pipelines


A pipeline shows where every lead stands, from first question to paid order. Automations can drop people in at the right stage, and your team moves them along from there.

## Steps

### Open Pipelines

Go to **Contacts** and click the **Pipelines** tab. Every workspace starts with a sales pipeline; pick one on the left to rename it, recolour its stages or add new ones.

![The Pipelines tab with the Sales pipeline and its five stages](https://www.awwtomation.com/how-to/track-leads-with-pipelines/1-pipelines.webp "app.awwtomation.com/contacts/pipelines")

### Create a pipeline

Click **+ New pipeline**, give it a name like "Custom orders" and click **Create pipeline**. It starts with five stages you can rename, reorder and recolour, then **Save changes**.

![The New pipeline dialog with its starting stages](https://www.awwtomation.com/how-to/track-leads-with-pipelines/2-new-pipeline.webp "app.awwtomation.com/contacts/pipelines")

### Add contacts from an automation

In any automation, click **Add to pipeline** in the **Steps** list and choose the **Pipeline** and **Starting stage**. Here, everyone who asks for the wholesale price sheet lands in **Wholesale** at **Enquiry**.

![A wholesale automation with an Add to pipeline step](https://www.awwtomation.com/how-to/track-leads-with-pipelines/4-flow.webp "app.awwtomation.com/automations")

![The Add to pipeline step set to Wholesale, Enquiry](https://www.awwtomation.com/how-to/track-leads-with-pipelines/5-add-to-pipeline.webp "app.awwtomation.com/automations")

### Work the board

In **Contacts**, pick the pipeline from **Pipeline** and switch to **Board**. Drag a card to move it to the next stage, or use its **Move to** menu.

![The Wholesale pipeline as a board with a column per stage](https://www.awwtomation.com/how-to/track-leads-with-pipelines/3-board.webp "app.awwtomation.com/contacts")

### See it on the contact

Open a contact to see every pipeline they're in, their stage and the full history of moves in **Activity**.

![A contact page showing two pipelines and the stage history](https://www.awwtomation.com/how-to/track-leads-with-pipelines/6-contact.webp "app.awwtomation.com/contacts")

## Tips

- Use **Move stage** in an automation to move people forward when they tap a button, like "Send me the sheet".
- Tick several contacts in the list to move them all with **Move to stage**.
- Filter by pipeline and stage, then [save it as a segment](https://www.awwtomation.com/how-to/save-contact-segments) to message that group.

## Q: How many pipelines can I have?

A: As many as you need in each workspace, each with its own stages.

## Q: Can a contact be in more than one pipeline?

A: Yes. A wholesale buyer can sit in Wholesale and in your sales pipeline at the same time, at different stages.