LeadCenter comes with a powerful default Sales Pipeline, where leads are automatically captured and tracked as contacts move through your sales process.

However, many advisors asked for the ability to manage additional workflows outside of the standard sales pipeline — such as projects, internal processes, renewals, implementations, or non-traditional deals.

That’s why we introduced Additional Pipelines.

This guide walks you through how to create, customize, and use Additional Pipelines in LeadCenter.

Sales Pipeline vs. Additional Pipelines

Default Sales Pipeline

• Automatically captures leads
• Tracks contacts through sales stages
• Designed for lead-to-client conversion

Additional Pipelines

• Track deals, not contacts
• Designed for projects, renewals, implementations, or custom workflows
• Fully customizable stages and fields
• Allow multiple contacts per deal

Additional Pipelines give you flexibility — without disrupting your core sales pipeline.

How to Access Additional Pipelines

1. In LeadCenter, click Pipelines in the left menu
2. Select Additional Pipelines
3. From here, you can create and manage multiple pipelines

You can create as many additional pipelines as needed.

Step-by-Step: Creating a New Pipeline

1. Start with the Pipeline Template Wizard

• Click Create Pipeline
• Choose a pipeline type:
  • Sales pipeline
  • Project pipeline
• Click Get Started

2. Name Your Pipeline

• Enter a name (e.g. Project 2 Pipeline)
• Click Save

Each pipeline is created with default stages that you can customize.

Customizing a Pipeline

After creating the pipeline, you can fully configure it:

Edit Pipeline Details

• Click the Edit icon
• Add a description
• Modify, add, or reorder stages

Add Custom Fields per Pipeline

Each pipeline can have its own custom fields, separate from system fields.

To add custom fields:

1. Click Edit on the pipeline
2. Open the Custom Field Designer
3. Create a new section (e.g. Additional Info)
4. Add fields (text, dropdowns, etc.)
5. Save your changes

These fields apply only to this pipeline.

Viewing Pipelines: Kanban & List Views

Each additional pipeline supports:

• Kanban (board) view — drag deals between stages
• List view — manage deals in a table format

You can switch between views at any time.

Adding a Deal to a Pipeline

To add a new deal:

1. Open the pipeline
2. Click Add Deal
3. (Optional) Select a company
4. Select one or more contacts
5. Choose the pipeline
6. Enter deal value (optional)
7. Click Save

The deal now appears in the first stage of your pipeline.

Managing Deals & Contacts

When you open a deal:

• You can associate multiple contacts with the same deal
• All appointments, tasks, and activities related to those contacts appear within the deal
• This is ideal for households, businesses, or multi-stakeholder projects

Editing Deal Fields

Inside a deal:

• Edit system fields (value, stage, owner, etc.)
• Update custom fields you created earlier
• Add as many custom fields as needed per pipeline

This makes each pipeline uniquely tailored to the workflow you’re managing.

Why Additional Pipelines Matter

Additional Pipelines allow you to:

• Separate sales from projects or operational workflows
• Track deals independently of contacts
• Manage complex processes with multiple contacts
• Customize stages and fields per workflow
• Maintain a clean, focused Sales Pipeline

They give advisory firms flexibility without sacrificing structure.

Summary

With Additional Pipelines, LeadCenter now allows you to:

• Create unlimited custom pipelines
• Track deals instead of contacts
• Add multiple contacts to a single deal
• Customize stages and fields per pipeline
• View pipelines in Kanban or list format

This makes LeadCenter even more flexible for managing complex advisory workflows beyond traditional sales.