Contacts can move through your pipeline on their own

Moving people along your pipeline by hand is the part everyone forgets. Now four things your contacts already do can move them for you.

What's new

• Four rules, in Settings → Lifecycle — pick the stage a contact should land on when they click an ad and message you, when they reply, when they submit a form, and when they pay for an order. Set the ones you want and leave the rest on "Do nothing".
• Contacts only ever move forward — a rule never sends anyone back to an earlier stage. An old message arriving late can't drag a customer back to your first stage, and the same thing happening twice simply does nothing.
• Your own filing wins — if someone on your team put a contact at a stage by hand, the rules leave them there. The one exception is the paid-order rule, because a payment is worth more than any guess — it's also the only thing that can bring someone back out of a Lost stage.
• Nothing is ever marked Lost automatically — only your funnel stages can be picked. Writing someone off stays your decision.
• One button to start — "Set up default rules" fills in all four sensibly, and creates a starter pipeline if you don't have stages yet. It never overwrites a rule you've already changed, so pressing it twice is safe.
• A new Leads page under Marketing — every contact an ad brought you, with the campaign that first reached them, when it happened, the stage they're at now, how many messages you've exchanged and what they've spent.
• Lead value keeps counting — what a contact has paid is their lifetime total, so a campaign keeps earning credit for the customers it found long after it stopped running.
• Take it with you — export the list as a CSV to open in a spreadsheet.
• A contact's record says who moved them — you can tell at a glance whether a stage was set by a person, by an Auto Flow, or by one of these rules.