Sales & CRM
Managing the Sales Pipeline
Track and move leads through your process.
Last updated June 4, 2026
Your pipeline visualizes every prospect's position in the sales journey.
1
Sales Pipeline View
Leads are organized in columns: New → Contacted → Site Visit → Proposal Sent → Negotiation → Closed.
2
Move Leads
Drag cards between columns or click to change stage manually.
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Pro tip: Keep stages updated — an accurate pipeline helps forecast revenue.
3
Pipeline Analytics
Bottom metrics show: total value, conversion rate, average deal size, and time to close.
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Track conversion at each stage to identify bottlenecks.
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Need help? If you have any questions or run into issues, reach out through the Support section in your dashboard.