Sales in progress: your pipeline
Your "Sales" pipeline shows where each potential sale stands, from New to Won or Lost. Learn how to move cards and how automatic follow-up works.
Updated
Your sales pipeline is a board with columns. Each card is someone interested in buying from you, and the column says how far along they are. You can see at a glance who to look after today.
The columns
Your sales pipeline comes with these stages, left to right:
- New: they just wrote to you or asked for information.
- Contacted: you've already talked to them.
- Proposal sent: you sent a price or estimate.
- Won: they bought.
- Lost: they decided not to buy.
Some templates add stages specific to your business, such as "Booked".
View and move cards
- Click Sales in the top bar.
- Pick your sales pipeline.
- Drag a card to the next column when you move forward with that person.
- Click a card to see their profile, the value of the sale and the history.
Many cards move on their own: for example, they go to "Booked" when the customer books an appointment.
Moving a card by hand works too: if you know something the system doesn't, put it where it belongs.
Automatic follow-up
If you send an estimate and the customer doesn't reply, your account writes to them on days 2, 5 and 10 with a friendly reminder. It stops as soon as the customer answers. More in Estimates and follow-up.
If something goes wrong
- You don't see any cards: check that the right pipeline is selected and no filters are on.
- A card is in the wrong column: drag it to the right one.
- You want to delete a sample card: open it and delete it; nothing else is affected.
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