Create custom pipeline views

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Julie Abecassis avatar
Written by Julie Abecassis
Updated over a week ago

In your groups, when creating a view, you can choose the view type between table and pipeline. By creating a pipeline view, you'll be able to manage your own custom workflows in folk, such as a hiring process, sales pipe, deal flow, fundraising and so on.

How to create pipeline views

In your group, simply click on 'New view', and then select pipeline in the view type.

  • If you already have created 'single select' custom fields in your group, you'll be able to choose to set up your pipeline with your preferred tag, with 'Group by'.

  • If you haven't created a 'single select' custom field yet, all your contacts from your group will be automatically added to a column named 'No status' in a 'single select' field named 'Status'. Then you can create as many columns as you want to reflect the different status of your specific workflow.

You can easily move the contact cards from one column to another (the tags will automatically be updated on the contact profile and in the table view as well).

Customize Display

Use 'Visible fields' to choose which fields to display on each contact cards, and order them the way you want.

Click on button "Group by" in order to choose the custom field you want to use as the grouping field in the column. The contact cards will be stacked on the view based on the values they have for this custom field.

In order to further custom your pipeline display, easily drag and drop columns in the pipeline view, to custom sort the way you visualize the columns, from left to right.

Multi-select cards

You can avoid moving cards one-by-one by selecting multiple cards by holding down shift. Then you can perform actions on all the cards at once:

  • Send a message

  • Enrich all the contacts

  • Merge contacts

  • Add contacts to a group

  • Drag and drop to the column of your choice


By each column there is a number counter showing by default the number of cards in that column, but you can change this by selecting the counter. The menu will display the calculations available to you, depending on what number custom fields you have on your contacts.

Open quick actions

Easily leverage quick actions directly from a pipeline view, which you can do to cards individually. You can:

  • Send a message

  • Add a reminder

  • Call a contact

  • Copy contact name

  • Copy profile link

  • Remove the contact from the group

  • Open profile link

  • Delete the contact permanently

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