Steps
Confirm your plan includes Pipeline Mode.
Open Settings or the pipeline-related area of the app.
Turn Pipeline Mode on where available.
Set up pipeline context such as product information, pipeline statuses, or CRM preferences.
Use contact records to track outreach, follow-ups, and pipeline movement.
Who Pipeline Mode is for
Pipeline Mode is useful when contacts are leads, prospects, customers, partners, or pipeline relationships that require structured follow-up.
It is not required for every user. General networking workflows still work without Pipeline Mode.
Common fixes
If Pipeline Mode is not visible, confirm your plan supports it.
If pipeline statuses are missing, make sure Pipeline Mode is active.
If CRM sync does not include pipeline context, review your integration settings.
Frequently asked questions
Can I use Genify without Pipeline Mode?
Yes. Genify works for general networking, contact capture, digital cards, notes, tasks, and follow-up without Pipeline Mode.