Sales Pipeline

The sales pipeline tracks potential work from first contact to a won deal. Open it from Pipeline in the sidebar, which opens the Sales Pipeline page at /leads (the /pipeline path redirects there).

The sales pipeline: leads as cards in stage columns, with a lead's detail page one click away.

Views

The page has three layouts, with Kanban as the default:

• Kanban -- leads as cards in stage columns; drag a card to move it to another stage.
• Cards -- a grid of lead cards.
• Table -- a row-per-lead table.

Configurable stages

Pipeline stages are not fixed. A new workspace starts with seven default stages -- New Lead, Contacted, Site Visit Scheduled, Bid Sent, Negotiation, Won, and Lost -- and you can add, rename, reorder, and recolor them.

Manage stages under Settings -> Workspace -> Pipeline. Mark stages as Won or Lost there; those cannot be deleted, and the default stage is assigned to new leads. See workspace defaults.

Note

Role required: Company Admin, Manager, or Member to create and edit leads. Only Company Admin and Manager can delete. Viewer is read-only. Field Crew has no access to the pipeline.

Add a lead

1. Start a new lead. Click Add Lead.

2. Enter the opportunity. Name the lead, link a Contact, and set the Pipeline Value, Source, and Project Type.

3. Save. The lead starts in your default stage.

What's next

• Leads -- the lead detail page and conversion.
• Contacts -- the people behind your leads.