Each lead is in one stage, like New, Contacted, Qualified, Won or Lost. Open stages come first; then the closed ones (won, lost, do not contact).
The pipeline board
Leads, Pipeline board shows a column for each stage, with its totals. Drag a card to move the lead. There's one board for each lead type.
Change the stages
Account admins: Settings, Stages.
- Add a stage. An open one goes after the other open ones; a closed one at the end.
- Rename it, give it a color, and move it up or down.
- Delete it. Leads in it move to another stage of the same kind, and each lead's timeline says so.
Most lead types share one pipeline. Some ready-made types (Legal, Solar, Education, Business funding) have their own stages, listed under the shared ones.
New leads always start in the first stage, so a pipeline keeps at least one open stage.
Won and lost
A lead's closed date is when it reaches a won or lost stage. The dashboard counts wins in the month they closed.
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