Sales Pipeline
The sales pipeline tracks potential work from first contact to a won deal. For how subcontractors set up stages and follow-ups, see our construction CRM guide. Open it from Pipeline in the sidebar, which opens the Sales Pipeline page at /leads (the /pipeline path redirects there).
The sales pipeline: drag a lead to its next stage and both column totals update. Open it to see the stage change logged in its activity.
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
Section titled “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 -> Lead Pipeline. Mark stages as Won or Lost there; those cannot be deleted, and the default stage is assigned to new leads. See sales and document settings.
Add a lead
Section titled “Add a lead”-
Start a new lead. Click Add Lead.
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Enter the opportunity. Name the lead, link a Contact, and set the Pipeline Value, Source, and Project Type.
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Save. The lead starts in your default stage.