Work your pipeline

The Pipeline page holds every owner lead. It has four tabs: Board, Proposals, Contracts and Insights.

The board and the list

• The Board shows one column per stage. The standard stages are New, Contacted, Visit planned, Visited, Proposal sent, Negotiation, Won and Lost. An admin can change them with Edit stages.
• The List shows the same leads as rows. On a phone the list opens first.
• Each card shows the name, place, source, who it is assigned to and the next action. A late next action turns red.
• Use Search leads and the filter sheet to narrow by stage, source, assigned person or Overdue only.

Move a lead

Drag the card to another column, or use the stage menu on the card (this works on a phone). Moving to Lost asks for a reason. Every move is saved in the history of the lead.

Proposals and contracts

Send a proposal from a lead. The Proposals tab shows when each one was sent, viewed and answered. After a proposal is accepted you make a contract. The Contracts tab shows when each one was sent, signed and countersigned. Team members without the admin role see the status and dates only, never the amounts.

Insights

Insights shows the funnel by stage, the win rate per source, why leads are lost and the lead score. It counts only. Time in a stage comes from the stage history: a lead without logged moves adds nothing, it is never counted as zero days.

Success looks like: every open lead has a next action, and the overview shows no open leads without a next step.