The pipeline helps you view and organize your client projects from inquiry to completion. You can customize it by adding and renaming stages, building custom views, setting up automations, and adjusting the project table to fit your workflow.
📣 Note
Only account owners and super admins can edit the pipeline and add custom views
Changes apply company-wide — including for any team members added later
Pipelines for other companies in your HoneyBook account aren’t affected
Customize pipeline stages
Pipeline stages are the steps in your business process. You can add, rename, reorder, and delete stages to reflect how you work.
📚 Tip
You can add up to 20 custom pipeline stages.
Add a stage
From the navigation menu, select Projects
Select Customize > Edit pipeline stages > + Add stage
Enter the stage name, then select Continue > Save
Rename a stage
From the navigation menu, select Projects
Select Customize > Edit pipeline stages
Hover over the stage name, then select and enter the new name
Select Continue > Save
Reorder a stage
From the navigation menu, select Projects
Select Customize > Edit pipeline stages
Hover over the stage, then select
Move stage (drag handle icon)Drag and drop the stage into the position you want, then select Continue > Save
Delete a stage
From the navigation menu, select Projects
Select Customize > Edit pipeline stages
Hover over the stage, then select
Delete stage (trash icon) > Save
Add custom pipeline views
In addition to your main pipeline view, you can create up to 5 custom views per company. Custom views let you and your team focus on specific subsets of your pipeline without changing the underlying data. They allow you to:
Show or hide specific pipeline stages
Show or hide group stages (opportunities vs. projects)
Apply filters, adjust column visibility, and set sort order — saved per view
📣 Note
You can’t rename group stages (opportunities vs. projects). They’re visible to your internal team only, not to clients.
Changes to stages, stage order, or pipeline automations apply to all views — not just the custom view you're editing
Add a custom view
From the navigation menu, select Projects
Select
Add custom view (plus icon), close to the Main view tabSelect Customize > Edit pipeline stages
Choose which pipeline stages and group stages to show or hide for this view
📚 Tip
Optionally, apply filters — note that filters affect the Projects table only, not the pipeline stage totals.
Rename, duplicate, or delete a custom view
From the navigation menu, select Projects
Hover over the custom view close to the Main view tab, then select the
three-dot menu iconChoose an action:
Rename: Select Rename, then enter the new name and select Save
Duplicate: Select Duplicate — the new view will be named "Copy of [view name]"
Delete: Select Delete > Delete view to confirm
Manage pipeline automations
Pipeline automations move projects to the right stage automatically when key actions occur — so you don't have to update each project manually.
📚 Tips
Pipeline automations are different from the automations feature
Pipeline automations move projects between stages when a specific event occurs, like a contract being signed
The automations feature sends emails, files, or creates tasks on a schedule for projects that have the automation applied
Set up pipeline automations
From the navigation menu, select Projects
Select Customize > Edit pipeline stages
Select Manage pipeline automations
Turn each automation on or off
Use the dropdowns to select which stage each event should move projects to
Select Save
Suggested automation settings
Event | What triggers it | Suggested stage |
New project | Lead form submission or manual project creation | Inquiry (or your first stage) |
First email sent | First manual follow-up email sent | Follow-up (or your first communication stage) |
Invoice or contract sent | First invoice or contract sent | Proposal sent |
Contract signed | Client signs the contract | Proposal signed |
First payment received | Client makes or is marked for first payment | Planning (or equivalent) |
Second payment received | Client makes or is marked for second payment | Planning (or equivalent) |
📣 Note
Emails sent by the automations feature don’t trigger pipeline stage moves. As a workaround, add a Move Pipeline stage action to the same automation. This lets the automation move the project to the correct stage when your chosen trigger occurs.
Work with the “Projects” table
The Projects table gives you a detailed view of all your projects in one place, while making it easy to navigate and take action at scale.
Rearrange columns |
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Navigate with pagination |
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Take bulk actions | Bulk actions are in a dedicated bar at the bottom of the Projects table when one or more projects are selected. To take a bulk action:
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Select all projects |
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Select all projects while excluding specific items |
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Still have questions? Feel free to send us a message by clicking the Question Mark icon on any HoneyBook page. Our team is always happy to help!