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Prerequisite: The Marketing module must be enabled for your clinic. If you don’t see Pipelines under Growth, ask your administrator to turn it on.
A pipeline is the path a lead follows from first contact to becoming a patient (or being marked as lost). Each pipeline is made up of ordered stages. A stage can start one sequence when a lead enters it. Use this page to set up pipelines, adjust stages and their sequences, and connect campaigns so new leads land in the right place. Where to find it: Open Settings > Growth > Pipelines. To see opportunities moving through these stages, open Growth > Opportunities and select the Kanban view.

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Pipelines Page

The page lists every pipeline in your clinic. For each one you’ll see:
  • The pipeline’s name and optional description.
  • A visual chain of its stages, with a colored dot per stage and a checkmark on the “won” stage.
  • A list of campaigns that send their leads into this pipeline.
Active pipelines appear by default. If you have any archived pipelines, an Archived button appears at the top right — click it to show or hide them.

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Create a New Pipeline

1

Open the New Pipeline Form

Click New Pipeline in the top right corner of the Pipelines page.
2

Enter Basic Information

Give the pipeline a Name (required) and optional Description so your team knows what it’s for.
3

Add Stages

Click Add Stage for each step a lead should move through. For every stage:
  • Pick a color (used on the kanban board and in reports).
  • Type the stage name (e.g., “New”, “Contacted”, “Consultation Booked”).
  • Mark Won on the stage that means the lead converted.
  • Mark Lost on the stage that means the lead didn’t work out.
Use the up and down arrows to reorder stages. Use the trash icon to remove one.
4

Add Stage Automations (Optional)

Click Add automations on any stage to build its follow-up sequence right here, before the pipeline exists. The same editor described in Stage Sequences opens in a side panel. Once a stage has one, the button reads Edit automations. The automations save with the pipeline.
5

Link Campaigns

Tick any campaigns that should feed opportunities into this pipeline. New opportunities from a linked campaign start in the pipeline’s first active stage.
6

Save

Click Create Pipeline. The pipeline is now available in the Kanban view under Growth > Opportunities.

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Edit a Pipeline

From the Pipelines page, click Edit on any active pipeline. The same form opens with the existing values. You can rename it, add or remove stages, change colors, and adjust campaign attachments. Click Save Pipeline when done.
Removing a stage from a pipeline that already has opportunities in it can leave those opportunities without a stage. Move them to a different stage in the Kanban view under Growth > Opportunities before deleting one.

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Stage Sequences

Each stage can have one sequence. Use it for immediate follow-up, several actions, fixed waits, or two different paths. On an existing pipeline, click Sequence + on a stage, then click Add Sequence. While you’re creating a pipeline, use Add automations on the stage instead.
1

Name the sequence

Enter a name and optional description. New sequences stop when the lead leaves the stage.
2

Add and configure steps

Click Add Step and choose an action. Select an SMS or email step to write the message, apply a saved template, or type @ to add patient details. Add a Wait step when the next action should happen later.
3

Add a decision when needed

Add a decision after an email, with only fixed waits in between. Choose whether the path checks for delivery, opening, a clicked link, or a reply. Every decision has an If path and an Otherwise path.
4

Activate and save

Turn on Active when the sequence is ready, then click Save Sequence. New leads entering the stage can now start it.

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Available Sequence Steps

Activating a sequence can send messages or call an external service for every new lead entering the stage. Review every step, wait, and path before turning on Active.
You cannot change or remove a sequence while it has active runs. Wait for those runs to finish. If the sequence stops when a lead leaves the stage, moving every active lead out of that stage also ends those runs.

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Linking Campaigns

The Campaigns section of the pipeline editor lists every campaign in your clinic. Tick a campaign to attach it to this pipeline. Untick it to detach. New opportunities from an attached campaign always start in the pipeline’s first active stage.

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Archive and Restore

If a pipeline is no longer in use, click the archive icon on its row. The pipeline disappears from the active list but is preserved along with its leads and historical data. To bring it back:
  1. Click the Archived (n) button at the top of the page to show archived pipelines.
  2. Click Restore on the pipeline you want to bring back.

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Advanced Configuration

Every pipeline should have at least one stage marked Won (a successful conversion) and one marked Lost (a lead that didn’t convert). These flags drive funnel reporting on the Growth > Dashboard and determine when leads are eligible to be converted into patient records.
Access follows your clinic’s Growth permissions. Ask an administrator if Settings > Growth > Pipelines is not available.
The pipeline editor only configures stages and sequences. To move opportunities between stages, open Growth > Opportunities, select the Kanban view, and drag a card from one column to another. See Growth & Lead Tracking for the full workflow.