What is the Pipeline leads board?
The leads board in Pipeline is a place for you to keep track of all of your incoming leads.
To access the lead board, click Pipeline at the top of your desktop dashboard (homepage).
Under Pipeline, you will see the option "Leads" in the left side bar. Click this option.
Each card you see there represents a lead. These leads can be copied to become an estimate or a job.
How is the leads board organized?
The Leads Board separates your leads into six columns:
New Lead
- A new lead that has been created and can be either Unassigned or Assigned.
First Contact
- Leads can be manually moved to this status to represent that you have reached or made contact with the lead once in an effort to get them to move forward with getting an estimate or job.
Second Contact
- Leads can be manually moved to this status to represent that you have reached or made contact with the lead twice.
Third Contact
- Leads can be manually moved to this status to represent that you have reached or made contact with the lead three times.
Won
- Leads that have been copied to an estimate or job.
Lost
- Leads that did not convert to an estimate or job.