Using the Lead Pipeline
Track leads through your sales process with the deal flow pipeline.
Accessing the Pipeline
Desktop
- Go to Leads > My Leads
- Pipeline view available
- Kanban-style boards
Mobile
- Tap Leads > My Leads
- Simplified pipeline
- Swipe between stages
Desktop Pipeline View
Kanban Layout
- Columns for each stage
- Cards for each lead
- Drag between columns
- Quick stats per stage
Stages (Left to Right)
- New
- Contacted
- Pre-Qualified
- Application
- Processing
- Underwriting
- Closed Won / Closed Lost
Mobile Pipeline View
Compact View
- Stage tabs at top
- Leads listed below
- Swipe to change stage
Moving Leads
- Tap lead card
- Tap current stage
- Select new stage
- Confirm move
Moving Leads Through Pipeline
Desktop Drag & Drop
- Click and hold lead card
- Drag to new column
- Release to drop
- Add notes if prompted
Mobile Stage Change
- Open lead details
- Tap stage badge
- Select from picker
- Add optional notes
- Confirm
Stage Descriptions
New
Just purchased, no contact made
Contacted
Initial outreach completed
Pre-Qualified
Basic qualification confirmed
Application
Formal application submitted
Processing
Application under review
Underwriting
Final review phase
Closed Won
Deal successfully closed ✓
Closed Lost
Opportunity did not close ✗
Adding Deal Details
Desktop
- Click lead to open panel
- Enter deal value
- Set expected close date
- Add commission details
Mobile
- Tap lead card
- Scroll to deal section
- Enter values
- Tap Save
Pipeline Analytics
Desktop
- Funnel visualization
- Stage conversion rates
- Time in each stage
- Revenue by stage
Mobile
- Simplified funnel
- Key conversion stats
- Tap for details
