# Move clients through your pipeline

> Your pipeline shows where each client is, from a new lead to active to past, and you can move them along and customize the stages to fit how you work.

## See where everyone is at a glance

Your pipeline shows where each client stands in their journey with you. Instead of holding it all in your head, you can see who is a new lead, who is actively coaching, and who has wrapped up. It is a calm, visual way to know what needs your attention.

### How stages work

Each client sits in a stage, and you move them along as your relationship grows. A typical flow looks like this:

1. **Lead.** Someone new who has reached out or shown interest.
2. **Active.** A client you are currently coaching.
3. **Past.** A client whose work with you has come to a close.

To move a client, open their record or your **Clients** view and update their stage. The change is instant.

### Customize your stages

Your practice is your own, so your pipeline can be too. You can adjust the stages to match the way you actually work, whether that is a simple lead-to-active flow or something with a few more steps that fit your process.

> Tip: Keep your stages few and clear. Three or four well-named stages are easier to keep up to date than a long list you stop trusting.

To keep your notes flowing alongside each stage, see [session notes](/help/clients-and-your-crm/session-notes).

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Source: https://hubabble.com/help/clients-and-your-crm/move-clients-through-your-pipeline
Category: Clients and your CRM