Leads & pipeline
Move leads through your pipeline board
Move people from New to Won by dragging their card, and mark lost leads with a reason.
The steps at a glance
Step 1 of 4
In the menu on the left, tap Command Centre. On a phone, tap the ☰ menu button at the top first.
Scroll to Lead pipeline. Each column is a stage: New, Contacted, Qualified, Booked, Won, Lost.
Press and drag a card to the next column. On a phone, open the card and tap Move to stage.
Open the person, tap Mark as lost, choose a reason, then tap Mark as lost again.
✅ How do I know it worked?
- The card sits in the new column and the timeline says “Moved to …”.
⚠️ Common mistakes
ProblemYou can't find a lost lead.FixLost leads are hidden. Tick Show next to Hide lost leads, then use Restore lead.
ProblemYour stages have different names.FixOwners can rename stages in Settings → Industry & setup → Stages.