Move deals through the pipeline board

The pipeline is the same contacts shown as a board. It is the quickest way to see how many deals are at each stage, what they are worth, and to move one forward.

Steps

1. 1

   Open the board

   On: /contacts

   On the Contacts page press Pipeline.

   You should see: Three columns: Lead, Qualified and Client. Each heading shows how many contacts it holds and their total expected value.

2. 2

   Read a card

   On: /contacts/pipeline

   A card shows the contact's name and company, the expected value, the date of the next follow-up and who owns the contact.

   You should see: You can see which deals are worth the most and which follow-ups are due.

3. 3

   Advance a deal

   On: /contacts/pipeline

   Drag a card from one column to the next, for example from Lead to Qualified when the lead is ready to close.

   You should see: The card stays in the new column and the contact's stage changes.

4. 4

   Open a contact

   On: /contacts/pipeline

   Click any card to open the full contact page.

   You should see: The contact page opens.

5. 5

   Find closed deals

   On: /contacts/pipeline

   Contacts marked inactive or lost are not on the board. Under the board, press Inactive or Lost to see them in the contacts list.

   You should see: The Contacts list, filtered to that stage.

6. 6

   Go back to the list

   On: /contacts/pipeline

   Press All contacts.

   You should see: The Contacts list.

Tips

• The value on a card is the contact's expected value. Fill it in on the contact so the column totals mean something.
• Review the board once a week. A card that has not moved in a month needs a call or should be marked Lost.

Troubleshooting

A card jumps back after you drop it.

The change did not save, usually because the connection dropped. Reload the page and drag it again.

A contact is missing from the board.

Its stage is Inactive or Lost. Use the links under the board, open the contact and change its stage to bring it back.