Pipeline view: stages, columns and automatic moves

Move a lead

• Drag the card to another column.
• Or open the card's menu and choose Move to Column.
• Or, on the lead's page, click a stage in the Pipeline strip under the name.

Every move also runs any automation that uses the Lead Status Changed trigger.

Your starting columns

A new account starts with New Lead, Contacted, Qualified, Quote Created, Proposal Created, Quote Sent, Proposal Sent, Offer Received, Quote Accepted, Proposal Approved, Appointment Scheduled, Needs Follow-Up, Booked and Lost. Booked is your won column and Lost your lost column.

Moves that happen by themselves

• Creating, sending and getting a quote accepted moves the lead to Quote Created, Quote Sent and Quote Accepted.
• The same happens for proposals with Proposal Created, Proposal Sent and Proposal Approved.
• A customer making an offer on a quote moves the lead to Offer Received.
• Booking the lead's job moves it to Appointment Scheduled.
• Setting a follow-up date, or scheduling a Follow up activity, moves it to Needs Follow-Up.
• A customer declining a quote or proposal moves it to Lost.

Leads only move forward, and leads in a won or lost column are never moved for you. Move a lead to Booked yourself when the work is won.

Add or change columns

1. Click Add Column after the last column.
2. Enter a Column Name, choose a Position (at the end, at the start, or after a column you pick), and click Add Column.
3. To change a column, click the pencil icon on its header. You can rename it, pick a Bar color, and set its Type: Open (still in the pipeline), Won or Lost. Won and lost columns count towards your win rate.
4. Drag a column's header to reorder it. The bin icon deletes a column. Its leads leave the Pipeline view but stay in the List view.

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