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Pipeline basics
A HighLevel pipeline provides a visual way to track opportunities from inquiry to outcome. Keep stages tied to meaningful status changes rather than individual activities.
Example service pipeline
- New Inquiry
- Contacted
- Estimate Scheduled
- Estimate Completed
- Decision Pending
- Won / Lost
Where automation helps
Pipeline events can support notifications, task creation, appointment workflows, and other actions. Do not automate stage changes that require human judgment.