Pipeline Media
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Pipeline Media
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Mission Statement
"To reflect Christ in our lives, work, and interactions"
Active Clients
Overdue Tasks
Due Today

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Client
Contact info and profile details — for stage-by-stage workflow, see Client Management
Monthly Revenue
Active Clients
Months Delivered (Total)

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Client Management
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Retainer Clients — by Stage

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Leads
Track prospects and never miss a follow-up
Total Leads
Active Pipeline
Follow-ups This Week
Pipeline Performance No closed leads yet
Closed Won
Lost
Denied
Lead Sources 0 leads

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Tasks
Assign and track team to-dos
Open Tasks
Assigned to Me
Due This Week

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Calendar
Shoots, calls, and social posts
Sun
Mon
Tue
Wed
Thu
Fri
Sat

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Resources
Portfolio links and onboarding forms
Portfolio

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Onboarding & Intake Forms

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Social Media
Post targets are set by each client's pipeline package and reset every cycle

Select a client above to view their posts.

Ad Manager
Click into a client to see their ads — synced automatically from their Ready to Post folder (filenames with "ad" in them), or added by hand below

Select a client above to view their ads.

Recognition
Shout out great work across the team

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Messages
Channels for your team, plus private 1:1 messages
Channels

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Direct Messages

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Select a teammate or channel to start messaging
Editing
Clients whose shoot is done and ready to cut — drag to set editor priority
Videos Uploaded Today
Daily Average
Daily Goal

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Passwords
Client social logins — TikTok, Instagram, Facebook, YouTube Shorts. Admin & SMM only.
Enter the access code to view saved logins.
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