LinkedIn Pipeline

The LinkedIn Pipeline is the visual sibling of the LinkedIn Dashboard. Where the dashboard gives you analytics and totals, the pipeline gives you a side-by-side view of every contact you are running outreach with, organised into nine stages. It is the right view for "who do I need to follow up with right now?" rather than "how am I doing overall?"

PrimeCRM is a Pro feature

LinkedIn Outreach requires a Pro license with CRM enabled. See License Settings.

What you can do

See every LinkedIn outreach contact organised by stage

across nine columns from Research to Qualified or Not Interested

Move a contact to a new stage in one click

from inside the contact card, with a paired activity logged automatically so the timeline stays complete

Change a contact's CRM status

(Lead, Customer, Prospect, custom statuses) directly on the card without opening their profile

Log a LinkedIn activity

(message, connection, meeting) for any contact from the actions menu on their card, with the activity form pre-filled to the type you picked

Send a saved Message Template

to any contact directly from their card, opening the personalisation panel with the contact pre-selected

Undo a stage move

for a few seconds via the toast that appears, or later by deleting the activity from the contact's timeline

Search across all stages at once

with match counts on every column header so you can see where the matches live

Open a contact's LinkedIn profile

directly from their card when their LinkedIn URL is set

Add new LinkedIn contacts

from the header

Switch between Pipeline and Dashboard

for action vs analytics

Switch between Shared CRM and a project's Isolated CRM

How to open the LinkedIn Pipeline

From the CRM Dashboard: Open the LinkedIn Outreach Tools section and pick Pipeline.
From the LinkedIn Dashboard: Use the View Full Pipeline action.
From a contact's detail page: When the contact has any outreach activity logged or their source is LinkedIn, the contact details page shows a View in LinkedIn Pipeline action that takes you to the pipeline with that contact in context.
Command palette: Press ⌘+K (or Ctrl+K), type LinkedIn pipeline, and pick the entry.

Things worth knowing

The nine outreach stages

The pipeline is a horizontally scrolling layout. Each column represents one stage, in order:

Stage	What it means
Research	Identified as a target, no outreach yet
Connection Sent	Connection request sent, awaiting acceptance
Connected	Request accepted
First Message	First message sent after connecting
Awaiting Response	Waiting for their reply
Follow Up	Follow-up message needed or sent
In Conversation	Active back-and-forth underway
Qualified Lead	Matured into a real lead
Not Interested	Conversation ended without conversion

Each column shows the count of contacts currently in that stage.

How a contact joins the pipeline

A contact appears in the pipeline as soon as either condition is true:

They have an outreach stage set on their record (placed there by you or by logging a LinkedIn activity), or
Their Source is set to LinkedIn on their contact profile

The first rule means you can include any contact in your LinkedIn outreach without changing how you originally met them. A friend you met at a conference can join your pipeline by getting a stage assigned, while their source remains Conference.

Source is provenance, stage is current state

Source is where you met someone, and you set it once. Stage is where you currently are with them in your outreach, and it changes over time. The two are independent.

Move a contact to a new stage

Every card in the pipeline has an inline stage selector showing the contact's current stage. Pick a new stage from the dropdown and the card moves to the matching column instantly. PrimeTask also creates an activity on the contact's timeline recording the stage move, so the history stays complete and you can see when each transition happened.

A short confirmation appears after the move with an Undo option. Click Undo within a few seconds and both the stage change and the activity are reversed.

If you miss the confirmation and want to undo later, open the contact's profile, find the activity that matches the move in their timeline, and delete it. PrimeTask reads the remaining activities and re-derives the stage automatically, so deleting the most recent stage-change activity returns the contact to where they were before.

Stage moves are activities

Every stage change records an activity, and every stage-affecting activity influences the stage. The two are kept in sync automatically. You never need to update both by hand.

Log a LinkedIn activity from a card

Each card has an actions menu with quick options for the most common LinkedIn touchpoints:

Log message opens the activity form focused on a LinkedIn message, with this contact and a Message-specific layout
Log connection opens the form focused on a connection request, with the option to mark it as accepted
Log meeting opens the form focused on a meeting
Send template opens the template picker for this contact (see the next section)
More activity types opens the full activity form so you can pick any other type (call, email, demo, proposal, note, task)

Each focused option hides the unrelated sections so you only see the fields that matter for that touchpoint. The contact and company are pre-filled from the card.

Send a Message Template to a contact

Open the actions menu on any card and pick Send template. A small picker shows your LinkedIn-typed templates (Connection Request, First Message, Follow Up, Meeting Request). Pick one and the personalisation panel opens with this contact pre-selected, ready to copy a personalised message into your clipboard for pasting into LinkedIn.

For more on templates, see Message Templates.

Activities can also move stages on their own

When you log a LinkedIn activity through the full form (rather than via the stage dropdown), PrimeTask still keeps the stage in sync where it can:

Logging a connection request moves the contact to Connection Sent
Marking a connection as accepted moves them to Connected
Logging a first message after connecting moves them to First Message, then Awaiting Response, then Follow Up depending on what stage they were already at
Logging a message that includes a response moves them to In Conversation
Logging a profile view places them at Research if they had no stage yet

The two judgement-call stages (Qualified Lead and Not Interested) are reached by setting them via the stage dropdown - there is no automatic activity that moves a contact into either of these.

Search across all stages

The search box at the top filters every column at once. As you type, columns update to show only matching contacts and the column headers switch from "N contacts" to "N matches" so you can see at a glance where your matches live. The pipeline scrolls automatically to bring the first matching column into view, and columns with no matches dim so they are easy to skim past. Clear the search to restore the full pipeline.

Update a contact's CRM status from the card

Each card also shows the contact's CRM status (Lead, Prospect, Customer, and any custom statuses for this Space). Pick a different status from the dropdown to update it without leaving the pipeline. CRM status is independent of the outreach stage - they capture two different things.

Adding new LinkedIn contacts

Use Add LinkedIn Contact in the header to open the contact form. PrimeTask sets the source to LinkedIn automatically and places the new contact in the Research column. For bulk imports from a CSV, vCard, or PrimeTask JSON backup, use the import flow on the Contacts page (see CRM Import & Export).

Project-isolated CRM

When viewing the pipeline inside a project that uses Isolated CRM, only that project's outreach contacts are shown. New contacts you add are scoped to the project. When the project has Auto-sync with Shared CRM enabled, shared LinkedIn contacts linked to the project are merged into the pipeline view as well. See Shared vs Isolated CRM.

Stage moves and template uses respect the project scope

Whether you change a stage, log an activity, or send a template from a card inside an isolated project, the writes land in the project's CRM, not in the shared CRM.

Spotting cross-project engagement on shared cards

In Shared CRM view, each pipeline card also shows an Active in row when the contact has project-scoped activities or tasks in one or more isolated projects. Each project name is clickable and jumps straight to that project's CRM view of the contact, so you can see the full context for the engagement without losing your place. See Shared vs Isolated CRM for the full picture.

The Active in row does not appear inside an isolated project view, where you are already in context.

Common questions

"Who hasn't responded to my connection request?"

Look at the Connection Sent column. Each card shows when the request was sent. Contacts that have been pending for a long time are the ones to either follow up with or move to Not Interested via the stage dropdown.

"Who do I need to follow up with this morning?"

Look at the Awaiting Response column. Each card shows when the last message was sent. Contacts with the longest gap since last message are your follow-up priorities. Use the actions menu to log your follow-up message right from the card.

"I just got a connection acceptance. How do I update it?"

Open the actions menu on the contact's card and pick Log connection. Tick the Connection accepted option in the form and save. The card moves to the Connected column and the activity is recorded. You can also do this in one click via the stage dropdown if you do not need to capture additional details.

"I want to send the same message to ten prospects."

In the pipeline, find each contact and use Send template from their actions menu. The personalisation panel pre-fills the contact and shows you the rendered message before you copy it. Use one of your saved Message Templates or install one from the built-in library.

"A contact I never set as a LinkedIn source is showing up in my pipeline."

Their outreach stage was set, either by you using the stage dropdown or by an activity that implied a stage. Their Source field is unchanged - it still reflects where you met them. To remove them from the pipeline entirely, open their profile and delete the activities that placed them in the pipeline, or change their stage to nothing. The pipeline membership rule treats both signals as valid.

"I moved a card to the wrong stage by accident."

Click Undo on the confirmation toast that appears for a few seconds after the move. If you missed it, open the contact's profile, find the most recent stage-change activity in their timeline, and delete it. PrimeTask re-derives the stage from the remaining activities, so the card moves back automatically.

"Can I drag cards between stages?"

Not yet. The current way to move a card is the stage dropdown on the card. A drag-and-drop gesture is on the roadmap for a future release.

"I want to add ten new prospects from LinkedIn."

Use Add LinkedIn Contact in the header for one-by-one entry, or use the import flow on the Contacts page for a CSV or vCard upload. New contacts default to the Research column. See CRM Import & Export for the supported formats.

Where to go next

If you want to…	Read this
See LinkedIn outreach analytics	LinkedIn Dashboard
Save and personalise reusable LinkedIn message templates	Message Templates
Build multi-step outreach plays	Outreach Sequences
Understand LinkedIn activity types	Activities
Bulk-import LinkedIn contacts	Contacts / CRM Import & Export
Edit a contact's profile, source, or notes	Contact Details
See LinkedIn data inside Reports	CRM & Reports
Use AI assistants to log activities or send templates	CRM & MCP
Configure CRM and outreach defaults	CRM Settings
Return to the CRM hub	PrimeCRM Overview