Introduction
Pipeline action controls allow you to manage how a client moves through a Pipeline. From the Pipeline view or the client profile, you can pause, stop, or move a client to ensure they are handled appropriately based on their situation. These controls are separate from compliance opt-ins/opt-outs, which govern legal communication preferences.
What Pipeline Action Controls Do
Pause a Client → Temporarily holds a client in place within the Pipeline.
Stop a Client → Fully removes a client from the Pipeline and halts all communication and tasks.
Move a Client → Transfers a client from one Pipeline to another.
Using the Controls
Pause
Freezes a client at their current point in the Pipeline(e.g., Day 5).
Remains paused until the chosen date and time.
On that date/time, the client automatically resumes and continues through the Pipeline.
Stop
Ends all activity for the client in that Pipeline
No further outreach, automation, or tasks will be created.
Use when a client should no longer be contacted (e.g., moved away, no longer a lead).
Move
Transfers a client from one Pipeline to another (e.g., from “Third-Party Vendor” to “Unscheduled 24-Hour Leads”).
Useful for when a client’s situation changes, ensuring they receive the correct type of follow-up.
Compliance Reminder
Pausing, stopping, and moving a client are Pipeline management tools only.
They are different from opt-ins/opt-outs, which control compliance and legal communication preferences.
Opt-in/opt-out settings determine whether the client can legally be messaged; Pipeline controls determine how they progress inside workflows.
👉 Pro Tip: Use Pause for temporary delays (e.g., waiting on client response), Stop when outreach should end completely, and Move when a client belongs in a different journey. Always remember compliance toggles are managed separately.