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Lead Pipeline

Managing leads through your sales pipeline

Lead Pipeline

The CRM module provides a complete lead management system with pipeline visualization and conversion tracking.

Pipeline Stages

Leads flow through customizable stages:

  1. New — Freshly captured leads awaiting initial contact
  2. Contacted — You have reached out to the lead
  3. Qualified — Lead has been vetted and shows genuine interest
  4. Proposal — A proposal or quote has been sent
  5. Negotiation — Terms are being discussed
  6. Won — Deal closed successfully
  7. Lost — Lead did not convert

Lead Cards

Each lead card shows the contact name, email, phone, source, estimated value, and current stage. Click a lead to view full details, add notes, and log interactions.

Drag & Drop

Move leads between pipeline stages by dragging their cards on the Kanban-style board. Stage changes are logged automatically for audit trails.

Filters & Search

Filter leads by stage, source, date range, assigned team member, or estimated value. Use the search bar for quick lookups by name or email.