Pipeline

What it is

Pipeline is one of the three ways to look at your leads. It is not a separate menu item — it lives on the Leads page, next to List and Calendar in the view switcher.

On the Pipeline board every column is one of your lead statuses and every lead is a card. Drag a card from one column to another and that lead's status changes right away. Each column header also shows how many leads are in that stage and the total dollar value sitting there.

When to use it

• Morning triage — see at a glance how many leads are stuck in each stage.
• Fast stage moves — move several leads forward without opening each one.
• Money check — the dollar total in each column header shows where your revenue is sitting.
• Spotting gaps — turn on Unassigned only to find leads with no field worker attached.

Use a different view when:

• List — you need sorting, columns, bulk edits, or Export CSV.
• Calendar — you are working by appointment date and time.

Before you start

• Your role must allow the Pipeline view. An admin sets this in Settings›People›Team Roles → choose the role → the Leads Page Views card → turn on Pipeline view. If a role has only one view turned on, the switcher is hidden completely.
• You need at least one active lead status. Set these up in Settings›Pipeline›Lead Statuses. With none, the board shows "No active statuses to display."
• Use a computer for the full board. On a phone you still get the columns and drag-and-drop, but the search box, the field worker and office agent pickers, and the Advanced Filters row are only shown on a computer.

Step-by-step

1. Open the board

1. Click Leads in the sidebar.
2. In the toolbar, click Pipeline in the List / Calendar / Pipeline switcher.

2. Choose which columns you see

1. Click the Statuses (N) button above the board — N is how many columns are showing.
2. Under Show in pipeline, tick or untick each status.
3. Click All in the corner of that menu to bring every column back.

Your choice is saved to your own account, so the board looks the same next time you open it.

3. Narrow the board to the leads you care about

1. Type in the search box to match a lead ID, name, company, phone, or email.
2. Use Filter by Field Worker and Filter by Office Agent in the toolbar.
3. Click Show Unsent Only to see just the leads that have not been sent out yet.
4. Open the Advanced Filters row and click Add Filter for anything more specific.
5. In the Statuses menu, tick Unassigned only to see leads with no field worker.

4. Pick what shows on each card

1. On the Advanced Filters row, click Card fields (next to Saved views).
2. Under Show on cards, tick the details you want on every card.

5. Move a lead to a new status

1. Press and hold a card, then start dragging. A small movement is needed before the drag begins — that is what keeps a plain click from moving anything.
2. Drag it over the target column. The column you are hovering gets a highlighted outline.
3. Release. The card lands in the new column and a Moved to "…" message appears.

To open a lead instead of moving it, just click the card. The lead opens in a window with Details, Activity, Calls, Tasks, Time and Comments tabs.

How to check it worked

1. A short Moved to "…" message appears after you drop the card.
2. The card is sitting in the new column, and both column counts and dollar totals have adjusted.
3. Click the card to open the lead, then open the Activity tab. The status change is recorded there with the old status, the new status, who did it, and when.
4. Switch to the List view — the lead now shows the new status there too.

Common mistakes

"There is no Done column"

That is on purpose. Done, Closed, Canceled and Cancelled are left off the board. Open the lead and change its status inside the lead window, or use the List view, to close a job.

"It will not let me mark a lead Done"

A lead cannot be closed as Done until a field worker is assigned to it. Assign one first, then set the status.

"Cards keep opening when I meant to move them"

A card needs a small drag before it starts moving; anything shorter counts as a click and opens the lead. Move the mouse a little further before you let go.

"A lead is missing from the board"

• Its column may be unticked in the Statuses menu.
• The search box, Show Unsent Only, the field worker or office agent filter, or an Advanced Filter rule may still be on.
• Its column may be over 50 cards — look for "+N more" at the bottom and narrow your filters.
• It may be closed, a callback ticket, or in a status that is switched off.

"Moving cards fired off a load of messages"

Every status change can start an automation. Before a big tidy-up, check Settings›Pipeline›Automations for anything using the Lead Status Changed trigger — those can text or email customers, create tasks, or reassign work.

"Renaming a status emptied a column"

Columns are matched to statuses by name. Rename or delete a status in Settings›Pipeline›Lead Statuses and the board changes with it. Agree status names with your team before changing them, and refresh the Leads page afterwards.