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Managing your pipeline

PreviousSending a pitchNextUnderstanding newsletter pages

Last updated 1 year ago

You can keep track of the newsletters you're talking to with the pipeline manager. It lets you assign a status each newsletter in your lists like Pitched, Warm and Booked.

Navigate to one of your lists. You'll see a status menu next to each newsletter in the list which you can tap to change:

If you share a list with your team members and they can edit these too.

Use the menu at the top to filter your list by status:

Each newsletter's status is included if you export a list.