Sales Pipeline

The sales pipeline helps you track potential work from first contact through to a won deal. It gives you visibility into upcoming revenue and helps prioritize follow-ups.

Lead stages

Leads move through these default stages:

1. New — A fresh opportunity you have identified.
2. Contacted — You have reached out to the prospect.
3. Proposal Sent — You have submitted a bid or estimate.
4. Negotiating — Terms are being discussed.
5. Won — You got the job.
6. Lost — The opportunity did not work out.

Kanban board

The pipeline displays as a Kanban board with columns for each stage. Drag leads between columns to update their status. Each card shows the lead name, company, estimated value, and days in the current stage.

Creating leads

1. Go to CRM > Pipeline and click New Lead.
2. Enter the opportunity name, estimated value, and source.
3. Link it to an existing contact or create a new one.
4. The lead starts in the New stage.

Converting leads

When you win a deal:

1. Move the lead to the Won stage.
2. Click Create Bid to start building a formal estimate.
3. The lead’s contact and details carry over to the new bid.

You can also convert a lead directly to a project if you already have agreed-on terms and do not need a formal bid.