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Pipeline

The Pipeline is a visual Kanban board that lets you track your leads through different stages of your sales process using drag-and-drop.

Pipeline Stages​

The pipeline is divided into columns representing lead statuses:

StageDescriptionColor
ColdNew leads, not yet engagedBlue
WarmLeads showing interestYellow
HotReady to convert, in active discussionRed
CustomerSuccessfully convertedGreen

How It Works​

Viewing the Pipeline​

  • Navigate to Dashboard → Pipeline from the sidebar
  • Each column shows contact cards for that status
  • Cards display: name, phone number, tags, and last active date

Moving Leads Between Stages​

  1. Drag a contact card from one column
  2. Drop it into another column
  3. The lead status updates automatically
  4. The change is logged in the audit trail

Contact Cards​

Each card in the pipeline shows:

  • Contact name
  • Phone number
  • Tags (color-coded)
  • Last activity timestamp
  • Quick action menu (click for more options)

Pipeline Actions​

From the Pipeline Card​

Click the menu icon on any contact card to:

  • Open the full contact profile
  • Jump to conversation in Inbox
  • Change lead status manually
  • Add/edit tags
  • Assign to a team member

From the Pipeline Header​

  • Filter contacts by tags or owner
  • Search for specific contacts across all stages
  • Refresh the pipeline data

Pipeline Analytics​

At the top of the pipeline, you can see:

  • Total leads per stage — Count in each column
  • Conversion rate — How many leads move from Cold to Customer
  • Movement trends — Which direction leads are moving

Best Practices​

Pipeline Tips
  1. Review your pipeline daily — Move leads to the correct stage based on recent interactions
  2. Use tags — Categorize leads by source (e.g., "Facebook Ad", "Website", "Referral")
  3. Don't let leads go cold — If a Warm lead hasn't responded in 48 hours, send a follow-up template
  4. Assign owners — Ensure every lead has a team member responsible for follow-up