How-To Guides

Learn how to automatically archive older “Sold” entries in Gravity Pipeline to maintain a fast and clutter-free board.

Personalize your Gravity Pipeline board with custom background colors and industry-specific terminology like “Leased” or “Contracted.”

Learn how to use bulk actions in Gravity Pipeline to reassign, move, or group multiple leads simultaneously.

Sync your pipeline moves with Gravity Forms email notifications to keep your clients and team updated automatically.

Learn how to use conditional logic to automatically add visual badges, banners, and flags to your Gravity Forms pipeline cards.

Master the Gravity Pipeline Dashboard to visualize your sales performance, track revenue goals, and monitor team productivity in real-time.

Learn how to use the

shortcode to display your kanban boards on any WordPress page or post.

Control which Gravity Forms fields are shown and editable on your kanban cards and slide-out details.

Learn how to set a default pipeline for each user so the board opens to the most relevant view every time.

Guide to managing user roles, permissions, and performance goals within the Gravity Pipeline board.