Contacts and pipeline

Find, create, and manage the contacts and organizations your account works with — including linking contacts to an organization, setting a primary contact, adding custom fields and addresses, and deleting a record.

Prepare a CSV of contacts, review and fix the rows in the import preview, start the import, and understand how existing contacts are matched, how organizations are chosen, and what the completion email and notification tell you.

Add a note to a contact, organization, or opportunity, optionally attach the same note to other records at once, edit it, and either unlink it from one record or delete it everywhere.

Open an opportunity's detail page to review its summary, contacts, economic impact, metrics, tasks, and notes, work its Responses, Documents, and Incentives tabs, and — as an account admin — use the Actions menu to edit it, request responses, generate a form link, or delete it.

The Status list an opportunity uses, which differs for economic development organizations and site selection firms, how each status is categorized, how Status relates to a pipeline's columns, and who is notified when it changes.

Create a pipeline from scratch or a template, move opportunities through its statuses on the board or table, and manage statuses, archiving, and deletion from pipeline settings.

Create account-wide colored tags, put them on contacts, organizations, and opportunities, change or remove them, and filter the Contacts list by tag.

Create, edit, complete, and delete the tasks tracked on an opportunity, see who gets notified, and understand what tasks deliberately don't do — no emails, no reminders, and no account-wide task list.