Understanding the lead pipeline

Overview

The lead pipeline gives you a visual Kanban-style view of all your leads organized by their current stage.

Pipeline Stages

New Enquiry — just captured, not yet contacted

Contacted — first call or message made

Engaged — responding, showing interest

Site Visit Ready — budget and location match, ready for property tour

Site Visit Done — visited the property

Negotiation — discussing price, terms, or unit selection

Booking — token amount paid

Registration — sale deed in progress

Lost — went cold or chose a competitor

Using the Pipeline

Drag and Drop

Click and drag a lead card between stages. The status updates automatically.

Lead Cards

Each card shows: name, phone, project interest, budget, assigned agent, days in stage, and follow-up status.

Filtering

Filter by agent, project, source, or date range.

Switching Views

Toggle between Kanban (visual pipeline), Table (spreadsheet-style), and Funnel (conversion rates).