Working the pipeline
Adding leads, moving stages, winning and losing.
The pipeline is where prospective business lives before it turns into a customer or gets marked lost. Think of it as a kanban board with columns for each stage in your sales process.
Adding a lead
Click New lead on the Pipeline page. Only the company name is required. A rep is assigned automatically to whoever creates the lead, but you can reassign from the lead detail.
Moving stages
Drag a lead card between columns, or click into the lead and change the stage from the dropdown. The default stages are New, Qualified, Proposal, Negotiation, Won and Lost. You can rename or reorder these from Settings > Pipeline stages.
Winning and losing
Moving a lead to Won asks you to enter the won value and gives you a one-click promotion to a customer. Moving to Lost asks for a lost reason - the reason drops into your reporting so you can see patterns over time.
What happens to the customer record
A won lead becomes a customer with the same name and contacts. Any activity, notes and files stay attached to both records so you never lose the pre-sales history.
Rep-scoping
Reps see only their own leads on the board by default. Managers and admins can flip the filter at the top to see the whole team, or filter down to a specific rep.