Your buyer pipeline

Your buyer pipeline brings together people already working with you on Creatures. It builds itself from applications, reservations, and invoices, so you do not add leads or maintain a separate contact list.

Open the pipeline

1. Open Dashboard.
2. Under Selling, select Buyer pipeline.
3. Under Program pipeline, use the counts to see your active rows, submitted questionnaires, and questionnaires awaiting a response.

Each row shows the buyer's current stage and the details available for that relationship, such as a group, animal, deposit, or sale amount. A person can appear when they:

• apply to a specific animal group;
• reserve an animal; or
• have an invoice from you, including a draft.

The pipeline combines connected steps in the same buyer journey, so the same person should not appear once as an applicant and again as a reservation for that same journey.

Keep private context with the relationship

On a buyer's card, open Notes, contact log, and results to record useful context.

• Private note records something only you and people who manage the same seller profile should see.
• Contact log records when and how you followed up, plus a short summary. A last-contact date more than 14 days ago is highlighted so a quiet relationship is easier to notice.

If the sender has an active email series, use Start a series above that panel to enroll an eligible buyer. Otherwise, select Create series to prepare one.

Use notes and contact logs for practical context such as a pickup preference, a question you promised to answer, or the result of a phone call. Do not place sensitive information in a note just because it is private from the buyer.

If a buyer is missing

First confirm that the person has a real relationship with the same sender profile you are viewing. A cold contact cannot be added by hand.

An application must also be attached to a specific animal group before it appears here. A broader program application that is still waiting to be attached will not appear in the pipeline yet. If you need to set up or review group applications, see Requiring buyer applications and building a form and Reviewing and approving buyer applications.

For scheduled email, continue with Automated buyer follow-up. For an after-pickup survey, use Buyer questionnaires.

Related information

• Buyer questionnaires (post-purchase check-ins)
• Automated buyer follow-up (email series)

Updated on: 03/09/2026