Your initial pipeline shows you where every lead stands. Instead of wondering what’s happening, you can see it.
Why this matters
Before a system like this, things look like:
“Did I follow up with them?”
“Where did that lead go?”
“Are we waiting on them or me?”
You end up checking messages, notes, and memory just to figure out status.
That’s the problem. Your pipeline fixes that. It gives every lead a place and a stage so you always know what’s going on.
What you will do
You will:
Open your pipeline
Understand how stages work
Move a lead through the process
You are not building a perfect pipeline. You are learning how to see and use it.
Where to go
Click Opportunities
That opens your pipelines.
If you are using the Starter Pack, you may already see the New Connections pipeline.
To create a new pipeline, click Pipelines.
Click Create Pipeline.
Now you can create a pipeline for any process tracking that you need.
Step 1 — Understand what you’re looking at
Your pipeline is made up of:
Stages → steps in your process
Opportunity Cards → individual leads or opportunities
Each card represents a person or deal. Each stage represents where they are in the process.
Example (Starter Pack)
If you’re using the Starter Pack, you may see stages like:
New Lead
Follow-Up Started
Contact Engaged
Appointment / Next Step Set
Closed – No Response
Closed – No Fit
These stages are a simple way to track progress. You can use pipelines for more than just leads as your system grows.
What a pipeline really is
A pipeline is not just for sales. It’s a way to track anything that moves through a process.
That can include:
New leads
Customer onboarding
Active projects
Service work
Internal processes
Think about pipelines as process flows. If something moves from one step to another, it can use a pipeline.
Why this matters
Most businesses track work in different places:
Leads in one tool
Projects in another
Notes somewhere else
Tasks in your head
That’s where things fall apart. Pipelines bring that into one structure.
So instead of asking “Where is this at?” You can see it.
Step 2 — See how leads enter the pipeline
You do not have to manually add everything.
Some things within the Kyrios Starter Pack already feed into your pipeline:
Referrals
Networking leads
When those happen, they are automatically added. This means you don’t have to remember to track them.
For more information, see How to Manage Opportunities in Kyrios
Step 3 — Move a lead forward
When something changes:
Click and drag the card
Move it to the next stage
That’s it. You’re updating the system to reflect reality.
Important note
Moving a lead does not trigger anything by default.
Pipelines show what’s happening. Workflows handle what happens next.
It does not:
send messages
create tasks
run automation
It only updates where the lead stands. Automation comes later. Right now, this is about visibility.
Step 4 — Keep it simple
You do not need:
multiple pipelines
perfect stage definitions
advanced tracking
You just need to know where this lead is right now.
What happens next
Once you start using your pipeline:
You can see where every lead stands
You stop guessing what needs attention
You can spot what is stuck or moving
This is where things start to feel under control.
Where to look
You’ll use your pipeline to:
View all active leads
Track progress
Identify what needs follow-up
Helpful resources
Only include what supports early use:
What to ignore for now
You do not need:
custom fields
imports/exports
engagement scoring
advanced metrics
Those come later. Right now, you just need a clear view of where things stand.
Open your pipeline.
Move one lead.
Watch how quickly it becomes clear where everything is.