How-To Guides

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

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

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

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

A complete guide to creating a new pipeline and mapping Gravity Forms fields to your kanban board status.

Discover how to bring “Sold” or “Dropped” leads back to your active Gravity Pipeline board with a single click.

Learn how to use the Remarket Recycler in Gravity Pipeline to schedule follow-ups for dropped leads automatically.

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

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

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