Use the pipeline board

The Pipeline screen shows your leads as cards, in one column for each stage. It helps you see where every deal is and what it is worth.

What the board shows

• Each column heading shows the stage, how many leads are in it, and their total ₹ value. The top of the screen shows all open leads and their total.
• Open stages show every lead in them. The Won and Lost columns show only leads closed this month, so the board stays short. On a computer the Lost column is folded at the right. Click it to open it.
• A card shows the name, value, requirement, source, next follow-up and the owner's picture. Unassigned in red means nobody owns the lead yet.
• No contact for N days appears when nothing has happened on a lead for 3 days or more. The clock turns amber at 7 days and the text turns red at 14 days.

Move a lead to another stage

1. 1Step 1: On a phone, press and hold a card, then drop it on a stage name in the row at the top. Or tap the ··· button on the card and choose the stage.
2. 2Step 2: On a computer, drag the card to another column. Or click ··· on the card and choose the stage under Move to.
3. 3Step 3: If you move it to Lost, choose a reason and tap Mark as lost.
4. 4Step 4: A message says where the lead went. Tap Undo within 10 seconds to move it back.

Every move is saved on the lead's timeline. When a lead moves to Won or Lost, its follow-up is removed; Undo puts it back. When you move a won or lost lead back to an open stage, it gets a Follow up due now, so it shows on Today.

On a phone

The board shows one stage at a time. Tap a stage name in the row at the top to see its leads. The number on each stage is how many leads it has.

Filters and adding leads

Use the two boxes at the top to show My leads, one person's leads, or Unassigned leads, and to show one source, such as IndiaMART. Under each open column, Add lead adds a new lead straight into that stage. On a computer, Table takes you to the Leads list.