Skip to main content

Separate list for non-business building customers

As a user, I want to have a separate list for customers who don't want to build the business. This would allow me to check in on them and serve them periodically without having them stuck in the "launching" phase.
Status: Completed2 comments

Comments2

  • Sara Cocozza changed status to Completed
    •

    Jan 12

    Pinned

    Hi Michelle,
    Great news - this is now possible! You can create and customize your own pipelines to include a step for contacts who are no longer active, like the one you described. This should help you keep your active leads separate from your other customers.

    Let me know if this solves the issue for you

  • Sara Cocozza changed status to In Progress
    •

    Dec 18, 2025

    Pinned

    Hi Michelle, thanks for this suggestion!

    We're actually working on a new personalized pipeline feature that will solve this. It should be available very soon