Pipeline

Overview

The Pipeline page provides a visual Kanban-style board to manage your sales process. Drag and drop leads between stages to track their progress from initial contact to conversion.

Key Features

• Visual Kanban Board: See all leads organized by stage
• Drag and Drop: Move leads between stages easily
• Quick View: Preview lead details without leaving the pipeline
• Stage Metrics: See count of leads in each stage

Pipeline Stages

Pipelines consist of customizable stages that represent your sales process:

Default Stages (Example)

1. New: Newly captured leads, not yet contacted
2. Contacted: Initial contact has been made
3. Qualified: Lead has shown interest and meets criteria
4. Proposal: Proposal or offer has been sent
5. Negotiation: In discussions about terms
6. Won: Successfully converted to client
7. Lost: Lead did not convert

The Kanban board provides a visual flow of your sales process:

┌─────────┐   ┌───────────┐   ┌───────────┐   ┌──────────┐   ┌─────────┐
│   New    │──>│ Contacted │──>│ Qualified │──>│ Proposal │──>│   Won   │
│  ┌───┐  │   │  ┌───┐    │   │  ┌───┐    │   │  ┌───┐   │   │  ┌───┐  │
│  │ 5 │  │   │  │ 8 │    │   │  │ 3 │    │   │  │ 2 │   │   │  │12 │  │
│  └───┘  │   │  └───┘    │   │  └───┘    │   │  └───┘   │   │  └───┘  │
└─────────┘   └───────────┘   └───────────┘   └──────────┘   └─────────┘
                                                                  │
                              ┌──────────┐                        │
                              │   Lost   │   <── leads that       │
                              │  ┌───┐   │       don't convert    │
                              │  │ 4 │   │                        │
                              │  └───┘   │                        │
                              └──────────┘                        │
                                                                  v
                                                          Appears in Clients

Using the Pipeline View

Moving Leads Between Stages

1. Find the lead card in the current stage
2. Drag the card to the new stage column
3. Drop to update the lead's stage automatically

Quick View

• Click on any lead card to open a quick preview
• See lead details, recent activities, and next steps
• Take quick actions without leaving the pipeline

Filtering

• Filter by assigned staff member
• Filter by priority level
• Filter by date range

Managing Pipelines

Creating a New Pipeline

1. Go to Settings > Pipelines
2. Click "Add Pipeline"
3. Enter pipeline name
4. Add stages in your preferred order

Editing Stages

1. Go to Settings > Pipelines
2. Select the pipeline to edit
3. Add, rename, or reorder stages
4. Set stage colors for visual organization

Setting Default Pipeline

• Mark one pipeline as default for new leads
• Default pipeline is used when no pipeline is specified

Best Practices

1. Keep stages clear and distinct: Each stage should represent a clear milestone
2. Limit stages to 5-7: Too many stages can be confusing
3. Regular reviews: Review pipeline weekly to identify stuck leads
4. Use priorities: Mark hot leads for quick identification
5. Update promptly: Move leads as soon as their status changes

Next Steps

• Leads - Manage individual lead details and activities
• Settings - Customize pipeline stages and colors
• Tasks - Schedule follow-ups for leads in your pipeline
• Dashboard - Monitor pipeline metrics at a glance