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Partner Pipelines is your working view over a single contact pipeline. Where Contacts is the flat list of every business contact you hold, Partner Pipelines takes one pipeline — your agents, say, or your title partners — and gives it its own stages, its own board, and its own saved filters. This screen has no fixed row of its own in the sidebar. You get to it by clicking a pipeline under Pipelines, and that click is what tells Partner Pipelines which pipeline to show. If you land here without picking one first, you’ll see No pipeline selected, telling you to pick a pipeline from the sidebar. You create new pipelines from Contacts, using the branch icon labeled Add Partner Pipeline.

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Who is in a pipeline

A contact belongs to a pipeline when its contact type matches one of the types the pipeline was set up for, or when someone has put it into that pipeline directly. Both count — a contact assigned by hand still shows up even if its type doesn’t match.

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The title is the switcher

The heading names the pipeline, followed by either All or the sub-pipeline you’re in. Click it to open a menu with:
  • All, labeled All contacts in this pipeline, with a counter showing the pipeline’s contact count.
  • One entry per sub-pipeline, each with a counter showing how many stages it holds.
  • Customize Pipeline, which opens the editing screen.
Switching sub-pipelines clears your search, column filters, and sort, and takes you back to the first page. Next to the title are the contact count, an active count of contacts in an active or top partner stage, and a volume figure — the last two show only when there’s something above zero to display. Just like on Contacts, active and volume are based only on the rows currently loaded, not the whole pipeline. The contact count, though, is the real total. Refresh and Add Contact finish the header row.

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Focus bars

Once you’re inside a sub-pipeline, a row of focus bars appears above the table. Each one is a saved filter for that sub-pipeline, with a name and a count, and clicking it narrows the table down to the contacts it matches. A Customize button sits at the end of the row. The All view has no focus bars. To go back to everything in the pipeline, use All in the title menu.

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List View and Kanban

A toggle under the header switches between List View and Kanban. List View is the same table you get on Contacts — the same search box, date filter, column filters, saved filters, team filter, Find Duplicates, column picker, and bulk action bar. Saved filters here are kept per pipeline, so each pipeline has its own set. Kanban lays the same contacts out as one column per stage, each with its own count, and loads more as you scroll. Drag a card to another column to move that contact to a new stage — Leaf360 saves it right away and confirms with Contact stage updated. An empty column says No contacts in this stage and offers an Add Contact button.

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Bulk actions

Select rows in List View and the same bar you’d see on Contacts appears: Move to Stage, Assign To, Change Type, Bulk Email, Export, Power Dial, Add to Campaign, tags, partner source, Merge (once you’ve selected two or more), Archive, and Delete. Archive and delete both ask you to type a confirmation first.

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Customize Pipeline

Customize Pipeline in the title menu, or Customize at the end of the focus bar row, opens the Customize Pipeline screen, for editing pipeline structure, stages, and focus bars. This screen covers:
  • The pipeline’s Name, Description, Icon, and Color.
  • Its Contact Types — at least one is required, and you’ll be told so if you have none.
  • Stages (Sub-Pipelines), with Add Stage to create one. Until you’ve added any, it says No stages yet. Add stages to organize your pipeline.
  • The focus bars inside each sub-pipeline, and the filter conditions behind each one.
Two resets are available. Resetting a single sub-pipeline replaces its focus bars and conditions with the current defaults and leaves the other sub-pipelines alone. Resetting the whole pipeline replaces its stages, contact types, focus bars, and conditions. Both ask you to confirm first. Deleting a focus bar warns you that its filter conditions go with it. Changes take effect once you save.

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How this compares to Contacts and All People

Partner Pipelines and Contacts work off the same records through the same table, so an edit you make in one shows up in the other. The difference is scope: Contacts counts every business contact you hold, while this screen counts only the members of the pipeline you opened — so a smaller total here is expected, not a sign that records are missing. All People is a separate set of data. Nothing you do on either contacts screen changes it.

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Common questions

This screen needs you to pick a pipeline first. Go back to the sidebar and click a pipeline row under Pipelines.
That happens when the pipeline you were pointed to no longer exists — usually because it was deleted, or you followed an old link. Pick a pipeline from the sidebar again.
Membership follows the contact type the pipeline was set up for, or a direct assignment. Open Customize Pipeline and check the contact types, or change the contact’s type on its own record.
Focus bars belong to sub-pipelines, so the All view doesn’t have any. Choose a sub-pipeline from the title menu, or add one in Customize Pipeline.
Saved filters on this screen are stored per pipeline. A set saved against one pipeline won’t show up on another, and the sets saved on Contacts are separate again.
Importing isn’t on this screen. Use Import Data from the spreadsheet icon in the header.