<< Return to help center
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Groups vs. pipelines

Groups and pipelines are both helpful for tracking important details, but when should you use which one? 

Groups are best for tracking a shared quality or characteristic of your records (that is not part of a process).
  • Use groups to track where you met someone, what industry they're in, or other professionals that you work with.
  • Groups will not provide any historical tracking; you can pull up who is currently in the group, but there's no additional reporting for groups.
  • Learn more about groups generally here.
Pipelines are best for tracking stages of a process.
  • Use pipelines to track your sales process, client projects, or other processes.
  • Pipelines provide historical tracking as someone moves from one stage to another, and you'll have additional reporting options based on your customization.
  • Pipelines are not a good option to track general characteristics or qualities that your contacts share.
  • Learn more about pipelines generally here.
Real life examples:
  • Want to track clients? If you just want to see your current clients, create a group. If you want to track the process of getting someone as a client, use a pipeline instead.
  • Want to track networking events or event attendance? If you want to track who you've met through networking events, create a group for the network. If you want to track who has attended events you host, create a pipeline instead.
  • Not sure which one is best for your situation? Contact us and we'll be happy to help.
Next up:
Keywords:
Groups, pipelines, tracking, organizing, prospect group, lead group
How do I can you are you able to can I how to is it possible