Lead Stages & Pipeline
Track leads through your sales process
5 min read
Lead Stages & Pipeline
Move leads through stages as they progress toward becoming customers.
Default Stages
| Stage | Description | Actions |
|---|---|---|
| New | Fresh lead, not yet contacted | Review, reach out |
| Contacted | Initial contact made | Wait for response |
| Qualified | Good fit for your services | Send proposal |
| Proposal | Quote/proposal sent | Follow up |
| Customer | Paid! | Deliver service |
| Lost | Didn't convert | Note reason |
Moving Leads
Quick Change
Click the status badge on any lead to change it
Detail View
- Open the lead
- Use the status dropdown
- Add notes about the change
Pipeline View
See all leads organized by stage:
- Visual board layout
- Drag and drop between stages
- See total value per stage
Conversion Tracking
Track your success rate:
- Leads to customers ratio
- Time to close
- Lost lead reasons
- Best lead sources
Automation (Coming Soon)
Future features:
- Auto-move based on activity
- Follow-up reminders
- Email sequences
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