Pipeline & Lead Management
Learn how to work leads through your pipeline, manage follow-ups, and understand the core workflow at a high level.
What it is
The pipeline is your visual lead board. Each card represents a person or household your team is working, and each column represents a stage in your sales process.
Core workflow
- Add or receive a lead.
- Move the card through your stages.
- Open the card to review answers, comments, and activity.
- Schedule follow-ups when the lead is not ready yet.
- Report the sale when the lead closes.
Common actions
- Drag cards between stages
- Open a card for more detail
- Schedule follow-ups
- Archive dead leads
- Transfer ownership or use split credit where your agency allows it
Archive and follow-ups
The archive helps your team keep the live board clean without losing past lead history.
Follow-ups let you take a lead off the active board until it is time to work it again.
Common questions
Why can a teammate see cards I cannot? Role permissions and shared-pipeline access affect visibility.
Can I move a lead to someone else? Yes, where your role and agency settings allow it.
Why is a lead not on the board anymore? It may be in follow-up, archived, or sitting in a different filtered view.