The Pipeline Management feature allows you to track and manage your clients through different stages, ensuring a smooth transition from lead acquisition to client retention. The feature includes three primary sections: Leads, Pipeline, and Clients, with different stages that define their progress. You can view the data in either a table view or a Kanban view for better visualization. 

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Leads  

The Leads section is where potential clients are first added. Leads go through different stages before they qualify for the Pipeline section. The available lead stages are: 

• New Lead: A fresh lead that has been added to the system. 
• Contacted: The lead has been reached out to. 
• Qualified: The lead has shown interest and is now ready to move to the pipeline. 

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How to Use the Leads Section 

1. Click on the “Add Client” button to create a new lead. 
2. Fill in the lead’s details, such as name, email, and any additional properties. 
3. The lead will initially be categorized as New Lead. 
4. Change the stage by clicking on the Stage dropdown and selecting Contacted or Qualified as needed. 
5. Once a lead reaches the Qualified stage, it can be moved to the Pipeline. 

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Views 

• Table View: Lists leads in a structured table format, displaying their details and stages. 
• Kanban View: Visually organizes leads by their stage for easy tracking. 

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Pipeline 

The Pipeline section consists of leads who have been qualified and are moving toward becoming clients. This section has the following stages: 

• Proposal: A proposal has been sent to the client. 
• Negotiation: The client is discussing terms and conditions. 
• Won: The client has agreed and signed the contract. 
• Lost: The deal did not go through. 

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How to Use the Pipeline Section 

1. Move a lead from the Qualified stage in Leads to the Proposal stage in the Pipeline. 
2. Update the stage based on client interactions by selecting Negotiation, Won, or Lost. 
3. If a deal is Won, move the client to the Clients section. 
4. If a deal is Lost, you can retain the record for future follow-ups. 

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Views 

• Table View: Lists all pipeline leads with their respective stages. 
• Kanban View: Displays pipeline leads under each stage in a drag-and-drop format. 

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Clients 

The Clients section contains all successfully converted leads who are now active or inactive clients. 

• Active Client: Clients who are actively engaged in business with you. 
• Inactive Client: Clients who are no longer engaged but can be re-engaged in the future. 

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How to Use the Clients Section 

1. Move a Won lead from the Pipeline to the Clients section. 
2. Categorize clients as Active or Inactive based on their engagement status. 
3. Update the status of an inactive client if they re-engage with your business. 

Important: Only Active Clients will be visible in the Clients section if the Sales Pipeline is active.

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Views 

• Table View: Lists all clients and their current status. 
• Kanban View: Displays clients under Active or Inactive categories. 

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Switching Between Views 

You can switch between Table View and Kanban View in any section: 

1. Click on the “Organize” button. 
2. Select either Table View or Kanban View based on your preference. 

This feature provides flexibility in managing your pipeline efficiently, offering both structured data and visual tracking. 

The Pipeline Management feature streamlines the process of tracking leads, managing deals, and maintaining client relationships. By leveraging Leads, Pipeline, and Clients, you can efficiently monitor business opportunities and optimize customer engagement.