Leads & Pipeline
Capture incoming leads, manage ownership and qualification, and visualize your sales pipeline across stages.
Incoming leads inbox
Receive and act on incoming leads, assign and qualify them, reject spam, and manage deals on a visual pipeline board.
The leads inbox separates Active and Rejected leads, with a count on each tab. Active leads include an open lead count, and chain-distributed leads can show response-clock information when applicable.
| Filter | What it does |
|---|---|
| Search | Finds leads by their available identifying information. |
| Pipeline filter | Shows leads associated with a selected pipeline. |
| Chain filter | Filters chain-distributed leads for chain-enabled tenants. |
| Created-date filter | Limits results to leads created within a selected date range. |
Lead rows
Each lead row shows the lead's identity, source, ownership, and status. Available actions appear on the row based on your permissions and the lead's current state.
Lead detail
Open a lead to review its source, intake age, pipeline, owner, estimated value, and tags. The detail view also connects the lead to its related contact or company and includes qualification notes and activity history.
Lead actions
| Action | What it does |
|---|---|
| Create manually | Adds a lead directly to the inbox. |
| Claim unassigned | Makes an unassigned lead yours. |
| Assign to a teammate | Transfers ownership to another teammate. |
| Release or reclaim | Releases a lead for reassignment or reclaims an available lead. |
| Reject as spam | Moves an unwanted lead to the rejected tab. |
| Restore rejected | Returns a rejected lead to the active inbox. |
| Archive or restore | Archives a lead or restores an archived lead. |
| Bulk claim, assign, reject, or reclaim | Applies the corresponding action to multiple selected leads. |
| Pick up chain-distributed leads | Claims a lead distributed through a chain when pickup is available. |
| Add qualification notes | Records context about the lead's fit, needs, or next steps. |
| Edit value, owner, tags, or relationships | Updates key lead details and connected records. |
| Upgrade to deal | Converts a qualified lead into a deal for pipeline management. |
Leads belonging to another chain member appear read-only.
Pipeline board
Manage deals visually by moving them through configured stage columns. The board provides a shared view of deal progress, ownership, activity, and offer status.
Board layout
Each column represents a configured pipeline stage and shows its record count. Deal cards include the deal name, related contact or company, value, owner, current stage, offer status, and next activity.
Open a deal from its card to review or update its details. Create deals directly from the board when a new opportunity enters the pipeline.
Views and filters
Kanban view displays deal cards in stage columns. Drag a deal between stages to update its position, then use search or filters to narrow the board by owner, stage, source, company, dates, or tags.
Switch between saved views or apply bulk board actions to multiple selected deals.
Table view presents the same pipeline records in a tabular layout for scanning and bulk work. Search and filter deals by owner, stage, source, company, dates, or tags.
Use saved views to return to frequently used filters, and apply bulk board actions to selected deals.
Stage management
Use pipeline settings to control the stages and pipelines that appear on the board.
Create or rename stages
Add a stage for a step in your sales process, or rename an existing stage to match your terminology.
Reorder or color stages
Change the order of stages to match the path deals follow. Assign colors to make stages easier to distinguish on the board.
Delete unused stages
Delete stages that no longer belong in the pipeline.
Set the default pipeline
Choose the pipeline that opens by default for your team.
Create or delete pipelines
Create separate pipelines for different sales processes, or delete a pipeline that your team no longer uses.
Move a deal to another pipeline
Open the deal and move it to a different pipeline when the opportunity enters another sales process.
You cannot delete a stage that has open deals.
Chain pipelines
Chain pipelines are visibly identified on the board. Their stages are controlled by the parent organization, so members cannot change the stage configuration. Chain pipeline records are read-only when your organization does not control them.
Chain distribution is only for companies that belong to a chain: the chain head office and its active member companies. This covers lead pickup, the chain filter, the chain badge and response clock in the leads inbox, chain pipelines, and chain-shared records. A company that is not in a chain does not see any of these. Only the member company a lead was handed to can pick it up.
Pipeline reporting
Pipeline reporting provides funnel metrics and reporting views for evaluating deal volume and progression across stages. Use these views to identify where deals are accumulating and compare pipeline performance over time.