Leads Pipeline Overview
The Leads Pipeline provides a visual kanban board interface for managing inquiries from initial contact through to booking. This system helps you track progress, prioritize work, and never lose track of a potential customer.Pipeline Stages
Your leads move through six distinct stages:1. New Inquiries
Leads enter the pipeline here when they first contact you:- Automatic Creation: Created from web forms, email inquiries, or manual entry
- Initial Information: Contains basic customer and event details
- Priority Assignment: Can be marked as high, medium, or low priority
2. Initial Contact
After you’ve made first contact with the lead:- Contact Made: Indicates you’ve reached out to the customer
- Response Tracking: Tracks customer response times
- Follow-up Reminders: Sets reminders for next steps
3. Quote Sent
When you’ve sent a quote to the customer:- Quote Tracking: Links to specific quotes
- Response Waiting: Indicates waiting for customer decision
- Follow-up Dates: Automatic reminders if no response
4. Negotiation
Active discussions about pricing or terms:- Counter-offers: Track negotiation progress
- Revised Quotes: Link to updated quotes
- Decision Timeline: Monitor how long negotiations take
5. Ready to Book
Customer is ready to proceed:- Booking Preparation: Finalize event details
- Contract Generation: Create contracts and agreements
- Payment Collection: Process deposits or full payments
6. Declined
Lead did not convert:- Reason Tracking: Record why the lead declined
- Future Opportunities: Mark for potential future contact
- Learning: Analyze patterns to improve conversion
Kanban Board Usage
The kanban board provides a visual way to manage leads:Drag-and-Drop Functionality
Move leads between stages by dragging cards:- Visual Feedback: See cards move smoothly between columns
- Auto-Save: Changes save automatically
- Status Updates: Stage changes update inquiry status
Card Features
Each lead card displays:- Priority Indicators: Color-coded priority levels
- Due Date Displays: Shows upcoming deadlines
- Quick Action Buttons: Common actions without opening details
- Status Badges: Visual indicators for lead status
Filter and Search
Find leads quickly:- Search Bar: Search by customer name, event details, or notes
- Filter Options: Filter by stage, priority, date, or assigned user
- Saved Filters: Save commonly used filter combinations
Inquiry Detail View
Click any lead card to open the detailed inquiry view:Header Section
Quick access to key information:- Customer Information: Name, contact details, company
- Event Summary: Date, time, location, event type
- Status Indicators: Current stage, priority, payment status
- Action Buttons: Quick actions like send quote, schedule call
Main Content Tabs
Organized information across tabs:Event Details Tab
Complete event information:- Event Type: Corporate event, wedding, festival, etc.
- Date and Time: Event schedule and duration
- Location: Address and setup requirements
- Guest Count: Expected number of attendees
- Special Requirements: Dietary restrictions, equipment needs
Communication History Tab
All interactions with the customer:- Email Threads: Complete email history
- Call Logs: Recorded phone conversations
- Notes: Internal team notes
- Timeline: Chronological activity log
Quote Management Tab
All quotes associated with this inquiry:- Quote History: View all quotes sent
- Current Quote: Active quote being considered
- Quote Comparison: Compare different quote versions
- Payment Status: Track payments and deposits
Documents Tab
All documents related to the inquiry:- Contracts: Signed agreements
- Invoices: Payment documents
- Custom Requirements: Special requests or addendums
- Event Photos: Photos from past events
Activity Log Tab
Complete audit trail:- All Changes: Who changed what and when
- Status Updates: Stage progression history
- Assignments: User assignment changes
- System Events: Automated actions and triggers
Side Panel
Additional context and quick actions:- Quick Actions: Common tasks like creating tasks or sending emails
- Related Contacts: Other contacts from the same company
- Important Dates: Upcoming deadlines and milestones
- Notes Section: Quick notes and reminders
Best Practices
To effectively manage your pipeline:- Move Leads Promptly: Update stages as leads progress
- Set Follow-ups: Use reminders to avoid letting leads go stale
- Use Notes: Document important details for team members
- Track Metrics: Monitor conversion rates between stages
- Clean Up: Regularly review and update declined leads
Events Calendar
Learn how to manage events and schedules.