Pipeline & stages: drag leads between columns

The Pipeline view turns your lead list into a Kanban board. Each column is a pipeline stage, each card is a lead, and moving a lead is dragging the card from one column to another.

The default stages

A fresh account starts with six stages: New → Contacted → Qualified → Proposal → Won → Lost. The board header shows Total pipeline (sum of every lead's value) and Won (won deals only). Dashboard Pipeline value is that same all-leads sum, with won listed as a subtitle. On Pro/Business, each card is color-coded by the lead's score; pipeline cards flag 70+ as hot.

Move a lead between stages

1. 1Open the Pipeline view.
2. 2Click and hold a lead card and drag it to another column.
3. 3Release — the lead's status updates immediately and the new stage is saved to the record.
4. 4Watch the Won column's total update as deals cross over.

Customize your stages

1. 1Open Pipeline settings from the Pipeline view (Settings → Pro → Stages).
2. 2Drag the grip handle to reorder stages — the board columns update to match.
3. 3On Business, add a stage with a name and color, rename or recolor one, or delete one you no longer need. Deleting a stage moves its leads to the previous column.

On Business, matching stages to how you sell (for example, adding a 'Demo booked' stage between Qualified and Proposal) makes the board more useful than the default pipeline. Reorder works on every plan; add/rename/recolor/delete is Business.

Next steps

• Understand the leads behind the cards.
• See each deal's full history in the detail drawer.
• Set up scoring rules (70+ is hot).