Pipelines, stages and intake
A pipeline is a board of stages that deals move through. New leads usually wait in intake, without a stage, until you decide they belong on the board.
Leads, intake and the board
Every lead lives on the Leads page.
A lead becomes a deal on the Pipeline board when it has a stage.
Leads with no stage yet wait in intake. They are not a column on the board. The Pipeline page shows how many are waiting, for example "12 leads waiting for triage", with a Review intake link that opens them on the Leads page.
This keeps the board for deals you are actively working instead of every name on a list.
How a lead gets a stage
You set it on the lead, drag it on the board, or use bulk actions.
You choose a stage when importing with Add to a pipeline.
Your admin's Lead routing gives new leads a starting stage automatically.
More than one pipeline
A workspace can have several pipelines, for example one for acquisitions and one for selling deals to buyers. Everyone can switch between them; only admins can create and change them. See Create and manage pipelines and stages.
Last reviewed October 1, 2026.
In Pipelio, open Support at the bottom of the left sidebar and send a message. Workspace admins can message support directly; other teammates should ask their admin. Include what you clicked, what you expected, and the exact words of any message you saw.