Understanding the pipeline
The pipeline gives you a visual Kanban board of every active lead, organized by stage. Drag cards between columns to advance a lead, or click a card to open the full lead detail record.
The seven pipeline stages
The pipeline board has eight stages in order: New Lead → Attempted → Contacted → Appointment Set → Appointment Met → Active Client → Under Contract → Closed. Every column is a step forward in a transaction, so the board reads left to right as progress. Stages are colour-coded, and you can rename any of them to match how your team talks in Settings → Pipeline; renaming changes only what is shown on screen, so your campaigns, filters and reports keep working.
Six further states take a lead off the board without removing it: Nurturing, Past Client, Sphere, Archive, Junk and Do Not Contact. These describe a relationship rather than a deal. A lead in one of them stays in your Leads list with its full history and can be put back on the board at any time. A completed deal moves from Closed to Past Client automatically after 90 days, so the Closed column stays useful instead of collecting every deal you have ever done; adjust the window in Settings → Pipeline.
Urgency is separate from stage. Each lead carries a priority of Hot, Warm or Cold that you set yourself, so a lead can be marked Hot while under contract. Until you set one, the pill shows the automatically calculated lead score, marked as automatic, and you can hand it back to automatic at any time.
Do Not Contact is enforced, not just labelled: automated email and text to anyone in that state is blocked, and a one-off email is refused with a notice explaining why. Account emails such as portal invitations still go through, since those are not marketing.
Adding a lead to the pipeline
Open any lead record and click Add to Pipeline. The lead card appears in the New Lead column immediately. You can also drag it directly to a different starting stage if appropriate.
Moving leads between stages
Drag any card from one column to another. The stage change is saved immediately and recorded in the lead's activity log. You can also change the stage from the lead detail record using the stage selector.
Pipeline value display
The pipeline header displays the total estimated value of all active deals. This figure updates in real time as leads move through stages or are closed.
