Sharing a Pipeline

By the end of this page you'll know how to give anyone (a partner, an investor, an advisor) a read-only view of a pipeline without them creating an account, whether by email or by a link you send yourself, and how to cut off that access the moment you want it gone.

Share a pipeline in under a minute

Open the pipeline and click Share in the header. The Share pipeline dialog has a single field, and it can make two kinds of share:

• Type your guest's email address to send an invite. Add a short message if you like, then click Send email invite. Pioneer emails your guest their personal link; you never see or handle the link yourself, it goes straight to their inbox.
• Type a name instead ("Alex", "Board deck") and click Create link. Pioneer creates a personal link labeled with that name and copies it to your clipboard, so you can send it however you like: a text, a DM, a slide.

The button under the field always tells you which of the two you're about to do.

What your guest sees

Your guest opens their link and lands on a live, read-only view of your board: your columns, your leads, and the research behind them. (Email-invited guests type their name on first visit so your access list stays readable; guests opening a named link go straight in, since you already named that link.) Clicking any lead opens its summary, the same research document you see, minus the working controls.

Your guest also sees what the pipeline is looking for: the pipeline description, your deal-breaker and preference criteria, and the properties you track. That context is what makes the board readable to an outsider, and it usually works in your favor, because an investor who can see your qualification standards next to your leads sees the rigor behind them. If a criterion says something you'd rather keep between you and Pioneer, reword it before you share.

They can look at everything and change nothing. No drag-and-drop, no editing, no lead generation, and nothing they do can spend your credits.

Why the link is personal

Each share is tied to one guest: either the email address you invited or the name you gave the link. Revoking one cuts off that one person without touching anyone else's access. That's what makes access manageable: it's a relationship between your pipeline and a specific person, not a floating URL you've lost track of.

Treat every share link like a house key. It opens the pipeline for whoever holds it, with no login step in the way. For email invites, ask your guest not to forward it; for named links, you're the one carrying the key until you hand it over, so send it directly to the person it's for. If a link ever ends up in the wrong hands, revoke it and share again: a fresh link goes out and the old one goes dead.

Share the same pipeline with as many people as you like. Each one gets their own link, and each one can be cut off independently.

Revoke access anytime

Open the Share dialog again to see everyone with access: each entry shows whether it's an email invite or a personal link, when it was created, and when your guest last viewed the board. Named links keep a Copy link button next to them in case you need to send one again.

Click revoke next to any share and the link stops working immediately: the next time that guest opens it, the pipeline is simply no longer available. Nothing to expire, nothing to rotate.

Next steps

• Understanding Your Pipeline Board: what your guest is looking at
• Exporting Your Leads: when a partner wants the data, not the view
• From Signup to Your First 50 Qualified Leads: the full journey that fills the board you're sharing

Need help?

If you have questions, reach out to us at support@pioneerclimate.com