The pipeline shows every open lead and quote in your company, grouped by sales stage. Use it to see what is moving and what has stalled.
Three ways to look at it
A narrow screen opens the list and a wide one opens the board. Pick a view with the switcher in the top bar and it is remembered.
- List — grouped by stage, city or interest.
- Board — one column per stage. Drag cards between them.
- Map — a pin for each lead captured in the field.
Narrow it down
Filters combine: Hot plus Appointment set shows the leads that match both.
- All, Leads or Quotes — which records to show.
- Interest — Hot, Warm, Cold or Not rated.
- Visit outcome — what happened at the door.
Move a deal forward
Drag a card to another column, or open its ⋮ menu and choose Move to stage. Won and Lost are in that menu.
A move that changes the quote status asks you to confirm. Moving to Won or Lost also cancels that quote's pending follow-ups.
A lead needs a contact before it can move forward. Add one on the lead, then try again.
From the top bar
- Capture Lead — record a new lead at the site.
- Estimator Oversight — for owners, admins and managers.