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The pipeline

The pipeline shows every open lead as a card in the stage it has reached, with the value of each stage at the top.

Venue and Business1 minute read
The pipeline123Full size

The pipeline. Click any picture to see it full size.

  1. Each column is a stage, with how many leads are in it and what they are worth.
  2. Each card shows the name, the value and when they were last contacted. Amber means it has been a week or more.
  3. To move a card, drag it to another column, or press the arrows button on the card and pick the stage.

If there are more stages than fit on your screen, use the arrows at the top right or the scroll bar along the bottom. On a phone, swipe to go from one stage to the next.

The pipeline on a phone: one stage at a timeFull size

The pipeline on a phone: one stage at a time

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