Pipeline as a Service

The Pipeline is where individual signals become tracked opportunities. Use it to manage active prospects, coordinate with teammates, and maintain visibility across all government deals the team is pursuing.

To add a signal to the Pipeline, click Add to Pipeline from the signal detail view. An opportunity can be assigned to any team member, given a priority label, and annotated with an internal note before saving.

What the Pipeline Tracks

• Every government opportunity the team has chosen to pursue
• The assigned owner for each opportunity
• Deal stage — cards can be dragged across columns as an opportunity progresses
• Team notes and comments visible to everyone with pipeline access
• Labels and priority indicators for quick visual sorting

Creating and Assigning Labels

Labels help you visually distinguish opportunities within a shared pipeline — especially useful once multiple product lines, teams, or workspaces are feeding into the same view. Open pipeline, go to Filters, click Labels, and create a label (e.g., a product line or a workspace name). Once your team agrees on a labeling convention, everyone can scan the pipeline and instantly tell which opportunities belong to which line of business, without opening each card.

Saved RFPs Can Also Be Assigned

Saved RFPs aren't limited to the RFP tracker — once you save an RFP, it can also be brought into the Pipeline and assigned to a team member the same way a signal-based opportunity would be, so RFP follow-up gets the same ownership and tracking as any other deal in progress.

Team Coordination

One of the most practical benefits of the Pipeline is preventing duplicate outreach. If a teammate has already contacted an agency, that activity is visible to everyone before anyone else makes the same approach — especially important on larger teams monitoring the same geography or product category.

If a signal is removed from the Pipeline, it returns to the main AI Mode feed rather than disappearing from the platform.

Every action on a pipeline card is logged in an Activity view (who did what, and when). Cards are color-coded by priority the same way expiring-contract lists are (see the List Builder documentation).

Map View — Planning a Visit

The Map view plots every pipeline opportunity geographically, which is especially useful when planning travel to a state or city. Pull up the map before a trip and see which pipeline opportunities fall along your route, so you can schedule in-person visits efficiently rather than working purely off a list.

Contacts

The Contacts tab, at the top of the Pipeline, brings every contact you've added — whether from a signal or a List Builder list — into one place. Click on a contact's name to see its activity, which shows exactly where it came from (which signal or which list) and any sequence it was enrolled into or calls logged.

You can enroll any contact into a sequence directly from this tab. Currently, contacts are enrolled one at a time rather than in bulk across multiple contacts at once — a bulk "select multiple contacts and enroll simultaneously" option is in development, along with a way to pull all contacts tied to a specific list directly into the Pipeline in one action.

Importing Lists

Existing customer lists, trade show leads, or any external contact data can be imported into Civic IQ via CSV upload (name and website/domain are the minimum required fields). Once imported, these lists behave like any other list — they can be enriched with AI columns, tagged with keywords, and their contacts flow into the Pipeline. This is commonly used to load in a company's existing client roster so incoming signals can be automatically flagged as "existing customer" vs. "net-new."

Exporting Pipeline

Pipeline data can be exported as a CSV. Exports can include custom fields such as city, AI signal score, and signal creation date, in addition to standard contact and opportunity details. Signals and contacts are exported separately.

Dialer, Tasks, and Analytics

For teams running outbound calling through Civic IQ, three additional tabs support that workflow:

• Dialer — a native dialer for making calls directly from a pipeline contact, useful for SDRs working through assigned leads.
• Tasks — a workflow view where SDRs can plan which contacts to call today, track who's already been reached, and log action items like follow-up emails or information to send.
• Analytics — a chart-based view of calling activity: how many calls were made, how many were successful, and which decision-makers were reached. This is most useful once a team is using Civic IQ as its primary dialer platform rather than just a lead source.