This article walks through the core parts of VipeCloud's CRM: contact records, tasks, and how you track deals through your sales process. VipeCloud supports two ways to track sales, contacts-only and contacts + opportunities, and your account uses one or the other. If you're not sure which one your team uses, ask your admin.

If you're in franchise sales, your account is most likely set up for the Contacts-Only Workflow.

Jump to: Contacts-Only Workflow | Contacts + Opportunities Workflow

The fastest way to find a contact is the Command Palette. Press Cmd+K, start typing the contact's name, and select them from the results.

To navigate there directly instead:

If a contact doesn't exist yet, click Create in the upper right of the Contacts page to add them manually.

The contact record is the single source of truth for everything related to a contact. It's split into two sides.

The left side contains structured information about the contact:

The right side is the activity timeline, a chronological log of every interaction with this contact, including emails sent and received, tasks completed, and calls logged. If Inbox Sync is configured, emails sent from your connected inbox also appear here.

This is the default layout. Your admin may have customized which cards appear on each side.

Many fields on the contact record can be edited by double-clicking on them. Hover over a field and you'll see it underlined with dashes, that means it's editable inline. Double-click it, make your change, and press Enter to save. You'll see this same pattern elsewhere in the CRM, including on the pipeline board.

Quick actions are the small icons under a contact's, account's, or opportunity's name in your lists, including on the Contacts, Accounts, Opportunities, and Tasks pages. They let you check a record, change it, or send a message without leaving the page you're on, which saves page loads when you're working through a list.

On the Tasks page, Quick View turns your task list into a call list: check each contact's details and recent communication before you pick up the phone. On the Opportunities page, you can quick view the deal itself or the contact it belongs to.

The icons under each name:

If your list uses the Compact row density, the icons stay hidden until you hover over a row. On board views, the same actions are in the three-dot menu on each card.

Use tasks to log sales activity that has already happened, a call you made, a meeting you attended, or a visit you completed. This keeps a full record of your interactions in the timeline.

A task can be open, which is a to-do, or completed, which is a record of something you did. Switching the task to completed is what logs it as done instead of adding it to your task list.

The completed task appears in the activity timeline on the right side of the contact record, timestamped alongside your other communications.

Use open tasks to set reminders for future follow-ups, calls you need to make, things you need to send, or anything you don't want to forget.

The task appears in the Open Tasks card on the contact record and will also surface in your Task List on the due date.

The Task List surfaces all of your open follow-ups across every contact in one place. This is your daily working list.

From the Task List you can:

If you manage a team, you can view your team members' tasks here as well, depending on your permissions.

If your business doesn't track deals separately from the people behind them, the contact board is your pipeline. It groups your contacts into columns based on their status, Lead In, Contacted, Qualified, Closed Won, and so on, so you can see your whole pipeline at a glance and move people through it.

That status also shows up directly on the contact record as a ribbon, a strip below the contact's name showing their current stage. You can update it without opening the board: click the ribbon and select the new stage.

Behind the scenes, the board is powered by a single-select dropdown custom field. Most people won't ever need to touch that field directly, the board and the ribbon are how you'll interact with it day to day. You'll see the ribbon on the contact record unless your admin has chosen to hide it.

Moving a contact to a new stage keeps the board and the contact's ribbon showing where they are in your sales process.

You can also change the stage from the contact record: click the stage shown in the ribbon and select the new stage.

Depending on how your admin has set up your stages, moving a contact may open a prompt asking why it moved, or asking you to confirm automations before they run. See How to Capture Loss Reasons on a Board View and How to Run Automations When a Contact Moves to a Board Stage.

If your account tracks more than one pipeline, for example, separate boards for different product lines, click the dropdown showing your current board's name and click Manage Boards to switch between them.

If you need to move a contact from one board's pipeline to another, this is managed through the custom fields that power each board. Open the contact's Custom Fields, select the field for the board you're adding them to, and choose the stage they should start at. If you also want to remove them from their current pipeline, change that pipeline's field back to Not Selected.

Some businesses need to track deals separately from the contact itself, for example, when one contact can have multiple deals open at the same time, or when a deal needs its own value, close date, and stage history apart from the person attached to it. That's what opportunities are for. If you're not sure whether your business needs this or whether contacts-only covers you, see Contacts-Only vs. Opportunity-Based Sales Tracking.

Opportunities represent individual deals and live in your pipeline. Create one any time a contact becomes a real sales prospect you want to track through your pipeline.

The opportunity appears on the contact record and is also visible in your pipeline view.

The pipeline gives you a visual, board-style view of all your open deals organized by stage. Each stage is a column, and each deal card sits in its current stage.

Pipeline stages can be customized to match your sales process. Click Edit Pipeline to add, rename, or reorder stages.

For the full page walkthrough, including filtering, card layout, and rotting indicators, see Opportunities & Pipelines Page Walkthrough.