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Leads and follow-ups

Move leads along the pipeline board

Every open lead is a card in its stage; drag it along as the deal moves.

Steps

  1. Open Pipeline board in the Leads menu. Each column is a stage, with its count and value.
  2. Drag a card to another column, or use its … menu. A box asks how you talked, what was discussed and the Next follow-up (all optional), then moves it.
  3. On a Won column the box also says they will be added as a customer.
  4. With more than one pipeline, pick the one to show at the top.
  5. The top shows Open leads, Open value and Expected (weighted), which is each lead's value times its stage's Win %.

Good to know

Tap a card to open the lead.
Edit stages renames, adds or reorders this board's stages to match how you sell. All pipelines & templates adds another pipeline.
Next in this sectionMake your own pipeline and stages

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