The My Pipeline page with a list called Companies - Outreach and rows with stage, follow-up date and note
A pipeline list: each row has a stage, a next follow-up date and a note.

Create a list

  1. Open My PipelineSelect My Pipeline in the top bar.
  2. Create the listSelect + Create list and give it a name. You can have up to 10 lists.
  3. Add entries from a profileOn any company or firm profile, select Add to list, tick one or more lists, and Save. You can also create a new list from the same box.
  4. Track progressIn the list, set each entry’s Stage, its Next follow-up date and a note.
The Add to list box on a firm profile showing a list with a checkbox, a New list link and a Save button
Add to list on a profile: tick a list, or start a new one.

Stages

StageUse it for
IdentifiedYou have found it and plan to look closer.
ContactedYou have reached out.
Meeting setA call or meeting is booked.
In diligenceYou are actively evaluating it.
PassedYou decided not to proceed.

Keep it tidy

  • Follow-up dates that have passed are flagged so you can see what is overdue.
  • Use the pencil icon to edit an entry and the × to remove it.
  • Export CSV downloads the list for use in a spreadsheet or CRM.

Select Take a tour on the page for a short walk-through.

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