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Pipeline

Works on:📸 Instagram🎓 Skool

Leads and folders organise who people are. Pipeline tracks how close each one is to buying. Your leads sit as cards in stage columns, and you drag them forward as the conversation moves on.

Using the board​

  1. Click Pipeline in the sidebar, under CRM & Leads.
  2. Your leads from Facebook, Instagram and Skool appear as cards. New boards start with five stages: New, Contacted, Booked, Won and Lost.
  3. Drag a card to another column to move that lead, or use Move to… on the card. Made a mistake? Undo it straight away.
  4. Every card shows how long the lead has been in its stage, so the deals going quiet are easy to spot.

Making the stages your own​

Click Manage stages to rename, recolour, reorder or add stages so the board matches how you actually sell. If you delete a stage that still has leads in it, you choose where they move first.

Stages sit beside your folders. Moving a lead to a new stage doesn't change its folder.

Working with other features​

  • Sequences can enroll leads by stage, for example to follow up with everyone sitting in Contacted.
  • Automated Friends Finder can put people in a stage when they accept your friend request.
  • Pipeline is on the Plus and Platinum plans.

Next Steps: Follow up with everyone in a stage automatically using Sequences.

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