The Pipeline is your lead tracker. Every enquiry that arrives, from a website form, IndiaMART or WhatsApp, becomes a card. You can see at a glance how many leads are New and how many are Completed.
Board view
Board is the default view. Each column is a stage. Each card shows the customer name, city, lead source, product and what they asked for. Click See more on a card to read everything.
Every card has three small buttons: history (see what happened with this lead), chat (open the WhatsApp conversation) and a three-dot menu for more actions.
List view
Click List at the top right to see all leads as a table. Columns include Customer, Company Name, City, Lead Source, Product Details, User Query, Email ID and Last Updated. This is easier when you have many leads.
Search fast
Type a name, phone number, item or channel in the search box at the top to find a lead in seconds. Use "Follow-up time" to sort the leads.
Analytics
Click Analytics to build report dashboards for the pipeline. If you have not made one yet, click Get Started.
Settings menu
- Pipeline Settings: change how the pipeline works.
- Export Entries and Import Entries: take your leads out as a file or bring a file of leads in.
- Export Config and Import Config: save or load the pipeline set-up.
- Integrations: connect your lead sources.
Archive
The Archive button keeps old leads out of your way without deleting them. The number next to it shows how many are stored.
Tip: Keep the New column small. If a card has been there for days, either follow up or move it on.