DM Tracker includes a full sales pipeline so you can track where every lead stands in your sales process — right alongside the follow-up workflow you already use. This guide explains what the Pipeline is, how it relates to the Follow-Up Board, and how to start using it today.
What is the Pipeline?
The Pipeline is a customizable Kanban board that maps your sales process from first outreach to closed deal (or lost lead). Each column represents a stage in your workflow, and you move contacts between stages as conversations progress.
Your organization gets one shared pipeline with stages you can fully customize. By default, DmTracker sets you up with these stages:
Outreach Sent — You've sent the first message
In Conversation — A back-and-forth dialogue is happening
Interested — The lead has expressed interest
Meeting Booked — A call or meeting is scheduled
Closed — Deal is done
Lost — Lead did not convert
You can rename, reorder, add, or remove stages at any time from Settings.
Pipeline vs. Follow-Up Board
DmTracker has two main views, accessible as tabs at the top of your workspace: Follow-Ups and Pipeline. They serve different purposes and work best together.
| Follow-Up Board | Pipeline |
Purpose | Tracks when to follow up | Tracks where a lead is in your sales process |
Organized by | Follow-up timing (Today, Overdue, Upcoming) | Sales stages (Outreach Sent, Interested, etc.) |
Best for | Making sure no conversation goes cold | Seeing your full funnel at a glance |
A contact can be on | The Follow-Up Board if a follow-up is scheduled | The Pipeline based on their current stage |
A single contact can appear on both views simultaneously. For example, a lead might be in the "Interested" pipeline stage while also showing up on your Follow-Up Board because a follow-up is due today. The two systems complement each other — follow-ups keep your outreach consistent, while the pipeline gives you a birds-eye view of your funnel.
The Pipeline Kanban View
When you click the Pipeline tab, you'll see your stages laid out as columns. Each contact appears as a card in the column matching their current stage.
To move a contact between stages:
Click and hold a contact card
Drag it to the target stage column
Drop it — the stage updates instantly
You can also change a contact's stage from their contact details page using the stage dropdown.
Tip: The Pipeline Kanban view supports the same search and filter controls you use elsewhere in DM Tracker. Combine the new Lead Status filter with stage columns to quickly find exactly the contacts you need.
Lead Status vs. Conversation Status
You may notice DM Tracker also has a Conversation Status (previously just called "Status"). Here is the difference:
Conversation Status reflects the state of the DM thread — whether a reply was received, whether the conversation is active, etc.
Lead Status reflects the sales outcome — whether this person is still a prospect, a won deal, or a lost one.
Both are filterable, and both appear on contact cards. Think of conversation status as the communication layer and lead status as the sales layer.
Getting Started
The pipeline is ready to use out of the box with the default stages. Here is how to get going:
Click the Pipeline tab in your main navigation
Your existing contacts will start in the first stage — move them to the appropriate columns
As new conversations progress, drag contacts through your stages
Optionally, visit Settings > Pipeline Stages to customize your stages
Set up Smart Automations to link stage changes to status changes automatically
Tip: If you manage a team, only Admins and Owners can modify pipeline stages and automations. All team members can move contacts between stages and update lead statuses.
What's Next
Setting Up Pipeline Stages — Customize stages for your sales process
Using Lead Status — Understand and use the four lead statuses
Smart Automations — Automate stage and status changes