Pipeline

Every open lead on one board, one column per stage: New, Contacted, Qualified, Quoted and Negotiation. Each card shows the lead's value and probability and the colour of its follow-up: red when the date has passed, amber today. Drag a card to its next stage. Part of the CRM: leads & pipeline add-on.

Steps

  1. Open CRM → Pipeline. The tiles count the open leads, the overdue and due-today follow-ups, the open value and the weighted value (value × probability); the badge on the menu counts the overdue ones.
  2. Drag a card to another column to move the lead to that stage; the move is a step on its timeline and the stage's probability applies. A lead moved past New without a follow-up date gets one three days out. Or open the card's "…" menu → "Move to" for any stage, Won and Lost included.
  3. Search a lead, company or phone; tick "My leads" to keep only the leads you own.
  4. Click the lead number to open it; press "New lead" to add one in two fields.

Tips

  • A red follow-up date means the day has passed: one reminder is raised under the bell the morning after, and the column header counts them.
  • Lost needs a reason, so moving a card to Lost opens the lead; won and lost leads leave the board and sit under Leads → Won / Lost.

In the app, press F1 or ? on this screen to open this guide next to your work.

This guide belongs to the CRM: leads & pipeline module. Learn more

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