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The client pipeline

Help last updated 8 November 2026

Clients on a board by how the relationship is going, dragged between four stages: New, Established, In Decline, and Inactive or Ended. A client nobody has placed sits in New. It is reached from the Clients screen, and there is a list and a board view of the same thing.

This is separate from a client's billing status, and the two answer different questions. The stage is about the relationship; the status is about whether you are invoicing them.

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