Leads & Pipelines

Leads are sales opportunities. Pipelines and stages show where each opportunity sits — from first contact to won or lost.

Leads list and board

Open Lead Management → Leads. Switch between list and board (kanban) views. Filter by status, priority, source, type, assignee, and date range.

Create Lead — link a contact, pick pipeline and stage, set source and type.
Follow-ups — schedule the next call or meeting so nothing goes cold.
Import / export — bulk load or download leads when you have permission.

Sources and types

Under Sources and Types, administrators define how leads arrive (website, referral, campaign) and how you classify them. Those values appear as filters on the leads list and in reports.

Pipeline settings

If you can view pipelines, open Pipeline Settings from the leads screen. Create pipelines, set a default, and order stages with colors. New leads open on the default pipeline unless you choose another.

Reporting

Lead Management → Reporting shows charts for volume, conversion, and assignment. Use it in weekly sales reviews.

Typical workflow

Create or select a contact.
Create a lead on the correct pipeline stage.
Log follow-ups and tasks as you progress the deal.
When ready, create a quote or proposal.