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Visual Pipeline & Follow-ups

📊 See every lead on one Kanban board​

Leads Pipelines - Messenger Organizer

When your CRM has 50+ leads, scrolling a table isn't the right way to manage them. The Leads board shows everyone visually as cards in pipeline columns — drag and drop to advance the deal, attach a follow-up to keep them warm, and never lose a sale to "I forgot."

What the Leads board shows​

  • Columns = your folders (your pipeline stages).
  • Cards = your leads. Each card shows the name, profile picture, a Messenger/DM link, and any notes.
  • Platform toggles at the top let you switch between Facebook, Instagram, and Skool views.

Step 1: Open the board​

  1. Dashboard → Leads (left sidebar).
  2. At the top, pick the platform tab — Facebook, Instagram, or Skool.
  3. Each column is one of your folders, and the cards are the leads inside.

If your board looks empty, that means you haven't tagged anyone yet. Start with Notes & Tags or Add Lead From Profile.

Step 2: Drag a lead to the next stage​

The whole point of a Kanban view is that progress is one drag away.

  1. Find the lead's card.
  2. Click and hold, then drag it to the next column.
  3. Release — the change saves automatically and syncs to the cloud.

Example pipeline progression:

New Lead  →  Warm Lead  →  Follow-up Next Week  →  Booked  →  Closed

You can also change a lead's folder from the regular CRM table view by using the dropdown on each row — both methods do the same thing.

Step 3: Move many leads at once​

When you want to sweep 10+ leads forward in bulk:

  1. On the Leads board, tick the checkboxes on each card.
  2. Click the Bulk Move icon.
  3. Pick the destination folder (and optionally an "Other Folders" cross-listing).
  4. Confirm — every selected card transfers in one go.

Useful for: cleaning up "New" into "Cold" once a quarter, or graduating "Warm" into "Hot" after a successful campaign.

Step 4: Attach a follow-up reminder​

The real money is in the follow-up. Don't trust your memory.

  1. Click a lead's card on the board (or open them inside the CRM table).
  2. Click the Follow-Up button.
  3. Pick a date — "in 3 days" is a safe re-engagement window.
  4. Save.

The reminder shows up on:

  • The Dashboard home screen, under "Pending Tasks & Follow-ups".
  • The Notifications Calendar as an event on that date.
  • Optionally your Google Calendar if you connected it in Settings.

Step 5: Add a task with a clear next step​

Use Tasks instead of generic follow-ups when you know the exact action.

  1. From a lead card, click Task Manager.
  2. Type a concrete task — "Send PDF brochure", "Confirm pricing".
  3. Pick a color for priority (red = urgent).
  4. Set a due date.
  5. Save.

Tasks are color-coded so you can scan the dashboard and immediately see what's urgent.

Step 6: Use Desktop Notifications for time-critical moments​

For a real meeting, kickoff call, or launch:

  1. From a lead card, click Desktop Notification.
  2. Pick the exact date and time.
  3. At that moment a native popup pings the bottom-right of your screen (Windows) or top-right (Mac) — even if Chrome isn't focused.

Step 7: Plan the week from the Notifications Calendar​

Every Monday morning:

  1. Dashboard → Notifications Calendar.
  2. See every follow-up, task, and notification on a real monthly calendar.
  3. Decide which day you'll handle each block.

If everything is piled on the same day, drag yourself breathing room — open the lead, edit the date, save.

See Follow-ups, Tasks & Reminders for more on the three reminder tools.

Step 8: Jump back into the chat in one click​

When you want to act on a lead from the board:

  1. On the card, click the Messenger / DM icon.
  2. The live chat opens in a new tab with full context — every previous message intact.
  3. Reply, then come back to the board and drag them to the next column.

Tips​

  • Limit your pipeline to 5–7 stages. More than that and the board becomes unreadable.
  • Color-code your folders. Red for urgent stages, green for closed-won, gray for archived.
  • Run a weekly purge. Drag dead leads to a "Cold" or "Archive" column instead of leaving them in active stages — your board stays focused on real opportunities.

Next Steps: Once you've mastered the board, learn how to find any lead instantly with Smart Filters & Search.

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