Manage lead pipelines
Set the stages a lead moves through.
A pipeline is the series of stages a lead passes through, shown as columns on the Leads board. You can run several, for example one per treatment type.
Create a pipeline
On the Leads board, click Pipeline options, then New pipeline.
Enter the Pipeline name and a Description.
Choose which Services it covers.
Name each stage, then use Add stage to add more and the arrows to reorder.
Turn on Default pipeline if new leads should land here.
Turn on Restrict stages to make leads move forward one stage at a time.
Click Save.
Move a lead
Drag a card to another column, or open the card's Actions menu and choose Move to a stage. Column counts update as you go.
Change pipelines
Pipeline options also holds Edit pipeline, Reorder pipelines and Delete pipeline.
Up next
Next, read Filter leads and save views.