Steps
- Open Pipeline board in the Leads menu. Each column is a stage, with its count and value.
- 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.
- On a Won column the box also says they will be added as a customer.
- With more than one pipeline, pick the one to show at the top.
- 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.