Your buyer pipeline
Your buyer pipeline lists everyone already working with you on Creatures, with private notes and a contact log for each person. It builds itself from applications, reservations and invoices, so there is no contact list to keep up.
Open the pipeline
- Open Dashboard and choose the Selling tab.
- Select Buyer pipeline.
- Under Program pipeline, check the three counts. Active rows are buyers who still need a review, a reservation step or payment work. Questionnaires counts the surveys buyers sent back. Awaiting response counts surveys sent but not filled out yet.
Until someone applies, reserves or gets an invoice from you, the page says "No buyers in your pipeline yet."
Who shows up
A person gets a card when they:
- apply to one of your animal groups. Declined and withdrawn applications drop off.
- hold a reservation with you.
- have an invoice from you that is linked to their Creatures account, drafts included. Void and refunded invoices drop off.
One list covers your personal account and every organization you own or co-own. The small line on each card, such as "Harper Lindgren · Reservation", names the account and the kind of row. Organization members who aren't owners or co-owners don't see these cards. The list shows your 200 newest rows.
Read a card
Each card shows the buyer, what the row is about (a group, animal, deposit or sale amount) and a stage badge. Group or Invoice opens the group's applications or the invoice.
The badge moves along with the sale:
- Applications: Needs review, Accepted or Waitlisted.
- Reservations: Reservation held, then Matched once a specific animal is picked.
- Invoices: Draft invoice, Invoice sent, Payment processing and Paid.
- Finished: Complete once the buyer confirms pickup. Closed (care ended) means a paid sale closed on its own because the buyer never confirmed pickup.
Below that, Latest note and Last contact show when you last wrote a note and logged contact. Survey counts the surveys that came back.
Keep private notes and a contact log
Open Notes, contact log, and results at the bottom of a card.
- Private note: write what you want to remember, such as a pickup preference or a question you promised to answer. Then select Add note. Buyers never see notes. Anyone who manages that account can, and the note shows on every card for that buyer.
- Contact log: choose a Method (Email, Phone, Text, Call, Video, In person or Other), write a Summary, and select Log contact. Leave Date (blank = now) empty to log it at the current time, or enter when it happened.
When Last contact is more than 14 days old, the date turns red, so a quiet buyer is easy to spot.
Keep notes practical, and leave out sensitive details.
Follow up from a card
- Start a series: choose one of the account's active email series and select Start to add this buyer. If the account has no active series, you'll see Create series instead. After-pickup questionnaire series are never listed, because they start on their own. See Automated buyer follow-up (email series).
- Saved reply: cards with a reservation can also send a reusable message into your Creatures conversation with the buyer. See Message buyers with saved replies.
If a buyer is missing
Check that the person has an application, a reservation or a linked invoice with you or an organization you own or co-own. You can't add a contact by hand. Stud breeding requests aren't part of the pipeline. Find them under Dashboard, Services, Stud requests.
An application must be attached to a specific animal group. A general program application that isn't attached to a group yet stays out of the pipeline. See Reviewing and approving buyer applications and Requiring buyer applications and building a form.
Related information
- Message buyers with saved replies
- Automated buyer follow-up (email series)
- Buyer questionnaires (post-purchase check-ins)
Updated on: 29/10/2026
Thank you!