Sales Pipeline
Track leads and convert prospects into paying clients.
Overview
The Sales Pipeline helps you track potential clients from first contact to conversion. Manage leads through stages: New Lead → Contacted → Offer Sent → Closed Won/Lost.
Pipeline Stages
New Lead
Prospects who have shown interest but haven't been contacted yet.
Contacted
You've reached out and started a conversation.
Offer Sent
A proposal or package has been shared with the prospect.
Closed
Deal won (converted to client) or lost (didn't proceed).
Drag leads between columns to update their stage, and add notes to track conversations.