Pipeline Rules for Contacts and Companies

What is it?

You can now set up pipeline rules for contact and company lifecycle stages, similar to the rules available for deals, tickets, leads, and custom objects.

NOTE: As part of this feature, we are also releasing a general enhancement to the "Limit creation to specific stages" pipeline rule for all object types with pipelines. Admins can now also specify the default pipeline stage an object should be created in.

Why does it matter?

Pipeline rules help you maintain data quality by setting guardrails for how contacts and companies move through lifecycle stages. This ensures more accurate conversion rates and reporting by preventing records from skipping critical stages or being created in inappropriate lifecycle phases.

How does it work?

To set up pipeline rules for contacts or companies:

1. Navigate to Settings > Objects > Contacts or Companies
2. Click the Lifecycle stages tab
3. Click the Pipeline Rules tab
4. Configure your rules:
   • Limit new record creation: Restrict which stages users can select when creating new records
   • Restrict stage skipping: Prevent users from skipping specific stages when moving records forward
   • Control backward movement: Limit which stages users can move records back to

Who gets it?

Professional and Enterprise tiers