Learn how to add unlimited pipeline stages and customize board colors, labels, and terminology in Gravity Pipeline Pro.

Learn how to set up automatic email and Google Chat notifications in Gravity Pipeline Pro when pipeline entries change stages or are assigned to team members.

Learn how to use Gravity Pipeline Pro’s Record Sale modal to log closed policies with placement, premium amount, and effective date per coverage line — directly from the pipeline board.

Learn how to connect Gravity Pipeline Pro to NowCerts AMS to automatically sync Gravity Forms submissions as insureds, prospects, or opportunities — with smart duplicate detection.

Learn how to use the Gravity Pipeline Pro analytics dashboard to track revenue, monitor team performance, and measure conversion rates across your pipeline.

Learn how to configure Gravity Pipeline Pro to automatically retrigger Gravity Forms email notifications when an entry moves between pipeline stages.

Learn how to automatically archive older Sold or Won entries in Gravity Pipeline Pro to keep your active board fast and clutter-free.

Learn how to use Gravity Pipeline Pro’s Remarket Recycler to automatically bring dropped leads back to your active board after a set period for follow-up.

Learn how to select multiple pipeline cards and perform bulk actions — moving, reassigning, or archiving multiple entries at once in Gravity Pipeline Pro.

Learn how to automatically add visual flags, badges, and banners to Gravity Pipeline cards using conditional logic based on form field values.