This feature is currently only available for a limited audience.
The Pipeline helps you organize, monitor, and move leads through each stage of your sales process. Leads are displayed in columns by status so you can quickly see where opportunities stand, along with key details like client, budget, and activity dates.
Creating a Lead
To create a lead, click New Lead in the upper-right corner. This will take you to a new page where you can enter the lead's information such as client details, proposed budget, and more.
📚 Learn more about creating leads and adding additional details.
Filtering
After creating leads, you can use the filters at the top of the page to narrow down the leads that appear in the pipeline:
Closed date - show leads based on the date it was closed
Clients - show leads by specific client
Categories - show leads by assigned category
Statuses - show leads by the current status
Metrics
The totals at the top of the page summarize key metrics related to the pipeline, which will update based on the filters that are applied.
Open pipeline -
Lead win rate -
Win (#) -
Lost (#) -
Stages and Statuses
Leads move through three main stages in the pipeline: Scope discovery, Proposal, and Closed. Each stage contains different status options to reflect progress.
To note: status options cannot be customized.
1️⃣ Scope Discovery
For early evaluation and qualification of opportunities:
New lead - Just created, no activity yet
Qualified - Reviewed and approved to move forward
Discovery paused - Evaluation is temporarily on hold
2️⃣ Proposal
For leads that have advanced to the proposal stage:
Started - Proposal drafting has begun
Sent - Proposal has been delivered to the client
Changes requested - Client has requested edits or revisions
Proposal paused - Proposal work is temporarily on hold
3️⃣ Closed
For leads that have reached a decision:
Won (generate project) - Successfully converted into a project
Lost - Not moving forward
Lead Details
Each lead in the pipeline shows the following information, which comes directly from the details entered in the Lead's Overview page or in the proposal budget builder:
Project name
Client name
Budget or proposed budget
Last activity date (for discovery and proposal stages) or Closed date (for closed leads)
Current status badge (color-coded for quick scanning)
Updating Lead Status
You can update a lead’s status at any time by selecting from the dropdown menu on the lead card. This allows you to move opportunities seamlessly from discovery to proposal and eventually to closed (either won or lost).
Won/Lost Opportunity
When you've won the lead and closed the deal, click Won in the upper-right corner. This will prompt you to generate a project using the lead's information, with the opportunity to edit the project as needed.
If the lead falls through, click Lost in the upper-right corner. This will prompt you to select a reason why the deal was lost, which will be stored in the lead's details.
Learn more about the Pipeline and Leads FAQs here.