Gravity Pipeline User Guides
Step-by-step setup guides and how-to tutorials for every Gravity Pipeline feature — from first install to advanced automation.
How to Install Gravity Pipeline
Learn how to download, install, and activate the Gravity Pipeline plugin on your WordPress site in just a few minutes.
Gravity Pipeline FreeCreating a Pipeline & Form Field Mapping
Learn how to create a new Gravity Pipeline board and map your Gravity Forms fields to pipeline columns and card display.
Gravity Pipeline FreeSetting Up Pipeline Stages (Column Headers)
Learn how to add, rename, reorder, and configure the stage columns on your Gravity Pipeline Kanban board.
Gravity Pipeline FreeChoosing: Sales Pipeline vs. Project/Task Pipeline
Not sure which pipeline type is right for your workflow? Learn the key differences between a sales pipeline and a project or task pipeline in Gravity Pipeline.
Gravity Pipeline FreeMoving Entries Between Stages (Drag & Drop)
Learn how to move pipeline cards between stages using drag and drop, and understand how stage changes update your Gravity Forms entry data.
Gravity Pipeline FreeViewing & Editing Entry Details
Learn how to open a pipeline card's detail panel, view all form field data, and edit entries inline directly from the pipeline board.
Gravity Pipeline FreeHow to Add Users & Adjust User Settings
Learn how to add team members to Gravity Pipeline, control their access levels, and configure per-user pipeline preferences.
Gravity Pipeline FreeUsing Pipeline Shortcodes to Embed on Any Page
Learn how to use Gravity Pipeline shortcodes to display your Kanban board on any WordPress page or post — for specific pipelines or per-user defaults.
Gravity Pipeline FreeSetting a Default Pipeline Per User
Learn how to set a default Gravity Pipeline board for each user so the shortcode always opens the most relevant pipeline automatically.
Upgrading from Gravity Pipeline Free to Pro
Learn how to upgrade from Gravity Pipeline Free to Pro, enter your license key, and activate all Pro features on your WordPress site.
Gravity Pipeline ProSetting Up Archive Drop Zones (Won/Sold & Lost/Dropped)
Learn how to use Gravity Pipeline Pro's archive drop zones to move closed or lost entries off your active board while keeping them in your records.
Gravity Pipeline ProReactivating Sold or Dropped Entries
Learn how to move archived Won or Lost entries back to your active Gravity Pipeline board with a single click.
Gravity Pipeline ProUser Management & Permissions
Learn how to manage team member roles, control pipeline access permissions, and restrict what users can see and do in Gravity Pipeline Pro.
Gravity Pipeline ProCreating, Editing & Assigning Groups
Learn how to create and manage groups in Gravity Pipeline Pro to organize team members and pipeline entries by department, region, or team.
Gravity Pipeline ProCreating Saved Filter Templates
Learn how to build, save, and switch between custom filter views in Gravity Pipeline Pro to quickly focus on the leads or tasks that matter most.
Gravity Pipeline ProConditional Logic Flags & Banners
Learn how to automatically add visual flags, badges, and banners to Gravity Pipeline cards using conditional logic based on form field values.
Gravity Pipeline ProBulk Entry Management
Learn how to select multiple pipeline cards and perform bulk actions — moving, reassigning, or archiving multiple entries at once in Gravity Pipeline Pro.
Gravity Pipeline ProRecycling Entries — The Remarket Recycler
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.
Gravity Pipeline ProAuto-Archive Automation
Learn how to automatically archive older Sold or Won entries in Gravity Pipeline Pro to keep your active board fast and clutter-free.
Gravity Pipeline ProAutomation: Retriggering Gravity Forms Notifications on Stage Change
Learn how to configure Gravity Pipeline Pro to automatically retrigger Gravity Forms email notifications when an entry moves between pipeline stages.
Gravity Pipeline ProAnalytics & Sales Performance Dashboard
Learn how to use the Gravity Pipeline Pro analytics dashboard to track revenue, monitor team performance, and measure conversion rates across your pipeline.
Gravity Pipeline ProSetting Up AMS Sync (NowCerts Integration)
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.
Gravity Pipeline ProUsing the Record Sale Modal
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.
Gravity Pipeline ProStage-Change & Assignment Notifications
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.
Gravity Pipeline ProUnlimited Stages & Advanced Branding
Learn how to add unlimited pipeline stages and customize board colors, labels, and terminology in Gravity Pipeline Pro.
More Guides Coming Soon
We're actively expanding our documentation. Check back for guides on Gravity Chat, Gravity Pipeline Reports, and Gravity Outlook.