You can build a lightweight pipeline using only tags.
1. Create stage tags
Examples:
- “New Lead”
- “Contacted”
- “Waiting”
- “Ready to Close”
- “Closed”
2. Move contacts through stages
Update the tag as the relationship progresses.
3. Combine tags with follow‑ups
Example:
- Tag: Contacted
- Follow‑up: “Check in next Tuesday”
4. Filter by stage
This gives you a simple pipeline view without the clutter of a traditional CRM.