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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, and each stage can start automations — text messages, emails, tasks, and more — the moment a lead enters it. Use this page to set up new pipelines, adjust the stages and automations on existing ones, and connect campaigns so new leads land in the right place. Where to find it: Open 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.
  • An automation count showing how many automated actions are configured across all stages.
  • 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

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.
5

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 Automations

Each stage can run automations that fire the moment a lead enters it. To configure them, click the lightning bolt button on any stage row in the editor. The automations panel expands underneath.

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Add an Automation

Click Add automation and choose one of the following types:

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Set a Delay

Each automation has a Delay after stage entry option. Pick from Immediately, 5 minutes, 30 minutes, 1 hour, 1 day, 3 days, or 1 week. Use a delay when you want to give the lead breathing room before reaching out, or when an action only makes sense after a waiting period.

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Edit or Remove an Automation

Click the three-dot button on any automation to expand its config form. Make your changes and click Save. Click the trash icon to remove the automation.
Automations on a brand-new pipeline are saved together with the pipeline when you click Create Pipeline. On an existing pipeline, automations save as soon as you click Save on the automation form.

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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 Growth > Pipelines is not available.
The pipeline editor only configures stages and automations. 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.