Articles on: CRM

Leads Pipeline

Track and convert prospects into customers using the visual leads pipeline board.

What is the Leads Pipeline?

The leads pipeline is a visual Kanban board that shows your sales process. Move leads through stages from initial contact to closed deal.

Pipeline Overview

Visual Board

The pipeline displays as columns:

Each column = a pipeline stage
Each card = a lead
Drag and drop to move leads between stages

Pipeline Stages

Common stages include:

New: Just received lead
Qualified: Lead is qualified
Proposal: Proposal sent
Negotiation: Negotiating terms
Won: Deal closed successfully
Lost: Deal lost

Customize Stages:

Add custom stages
Reorder stages
Set stage colors
Configure stage behavior

Creating a Lead

Quick Create

Go to CRM → Leads Pipeline
Click "New Lead" button
Fill in lead information
Select initial stage
Save

Lead Information

Required Fields:

Title: Lead name or subject
Status: Pipeline stage

Optional Fields:

Company: Link to company (or create new)
Contact: Link to contact
Source: How lead found you (website, referral, etc.)
Value: Estimated deal value
Probability: Likelihood of closing (%)
Assigned To: Who owns this lead
Description: Lead details
Notes: Additional information
Custom Fields: Your custom data

Moving Leads Through Pipeline

Drag and Drop

Find Lead: Locate lead card on board
Drag: Click and hold lead card
Drop: Move to new stage column
Auto-Save: Lead status updates automatically

Manual Status Change

Open Lead: Click lead card
Status Dropdown: Select new status
Save: Status updated

Lead Details

Click any lead to view:

Information Tabs:

Overview: Basic information
Activities: Timeline of interactions
Related Records: Invoices, projects, bookings
Notes: Additional notes
Custom Fields: Your custom data

Converting Leads

Convert to Contact

When lead becomes a customer:

Open Lead: Click lead card
Click "Convert": Convert button
Select Action:

Create contact
Create company (if applicable)
Create project (optional)
Create invoice (optional)

Confirm: Lead converted, contact created

After Conversion:

Lead marked as "Won"
Contact record created
Company linked (if applicable)
Related records created (if selected)
Lead history preserved

Lead Sources

Track where leads come from:

Common Sources:

Website
Referral
Social Media
Trade Show
Cold Call
Email Campaign
Other

Setting Source:

Create/edit lead
Select "Source" from dropdown
Or create custom source
Save

Source Analytics:

See which sources generate most leads
Track conversion rates by source
Optimize marketing efforts

Lead Value & Probability

Setting Value

Estimate deal value:

Open lead
Enter "Value" (dollar amount)
Save
Used for pipeline value calculations

Setting Probability

Estimate closing likelihood:

Open lead
Enter "Probability" (percentage)
Save
Used for weighted pipeline value

Weighted Value: Value × Probability = Weighted Pipeline Value

Assigning Leads

Assign to Team Member

Open Lead: Click lead card
Assigned To: Select team member
Save: Lead assigned
Notification: Assignee notified (if configured)

Unassigned Leads

Leads can be unassigned
Show in "Unassigned" view
Can assign later

Filtering Leads

Filter pipeline by:

Status: Show specific stages
Assigned To: Filter by owner
Source: Filter by lead source
Value Range: Filter by deal value
Date: Filter by created/updated date
Search: Search by title, company, contact

Customizing Pipeline

Adding Stages

Go to CRM → Leads Pipeline → Settings
Click "Add Stage"
Configure:

Name: Stage name
Color: Visual color
Sort Order: Position in pipeline

Save

Reordering Stages

Go to pipeline settings
Drag stages to reorder
Save
Pipeline updates

Stage Colors

Set colors for visual organization:

New: Blue
Qualified: Green
Proposal: Yellow
Won: Green
Lost: Red

Pipeline Analytics

View pipeline metrics:

Total Leads: Count of all leads
Pipeline Value: Sum of all lead values
Weighted Value: Value × probability
Conversion Rate: % of leads that convert
Average Deal Size: Average lead value
Time in Stage: How long leads stay in each stage

Best Practices

Track Sources: Always note where leads come from
Set Values: Estimate deal values for forecasting
Update Regularly: Keep lead status current
Move Promptly: Move leads through pipeline quickly
Convert When Ready: Convert to contact when qualified
Use Custom Fields: Add industry-specific data
Set Reminders: Follow up on leads promptly

Common Workflows

New Lead Process

Create Lead: Add lead from source
Qualify: Move to "Qualified" if valid
Engage: Contact lead, send information
Proposal: Move to "Proposal" when ready
Negotiate: Move to "Negotiation" if needed
Close: Move to "Won" or "Lost"
Convert: Convert "Won" leads to contacts

Lead Nurturing

Add to Pipeline: Create lead record
Set Reminders: Follow-up reminders
Track Interactions: Log calls, emails, meetings
Move Through Stages: Progress as relationship develops
Convert When Ready: Convert to contact when qualified

Integration with Other Modules

Leads link to:

Companies: Link to company records
Contacts: Link to contact records
Projects: Create projects from leads
Invoices: Create invoices from leads
Proposals: Send proposals to leads

Troubleshooting

Can't create lead?

Verify CRM module is active
Check required fields filled
Try refreshing page
Check permissions

Lead not moving?

Verify drag and drop enabled
Try manual status change
Check lead is not locked
Refresh page

Pipeline not showing?

Check module is active
Verify leads exist
Check filters not hiding
Refresh page

For more help, see Common Issues.

Next Steps

Managing Contacts - Convert leads to contacts
Managing Companies - Link leads to companies
Custom Fields - Add custom data
Reminders - Set follow-up reminders

Updated on: 10/03/2026

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