Pipeline
Your leads on a board or list, moving through stages from new to won.
Board and list
The board has a column per stage (New, Contacted, Qualified, Proposal, Negotiation, Won, Lost). Drag a card to move a lead. Cards show the lead’s score (red = hot, amber = warm). Switch to List for a sortable table.
Header numbers
Open leads, pipeline value, won value and follow-ups due.
Add a lead
Click New lead, fill in name, contact details, source, value and what they need, and save. Leads also arrive automatically from forms, the social inbox, lead ads, lead magnets and outreach.
Planned activities
The strip under the header shows calls, meetings and follow-ups that are due.