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How this works
Move leads through stages from New to Closed. Track deal progress and spot stuck deals.
Drag leads between columns; the pipeline value and conversion metrics update in real time.
What to do here: Drag leads between stages as they progress; use this view for forecasting.
Pipeline
Sample DataMove leads through stages. Drag leads between columns in the full product.
Drag and drop leads through your pipeline to track deals.
New
Facebook Ad Lead
Kitchen Remodel
Website Form
Roof Leak
Jordan Blake
Roofing Quote
Contacted
John Davis
HVAC Repair
Sarah Williams
HVAC Tune-Up
Qualified
Sarah W.
Plumbing Upgrade
Mike R.
Kitchen Remodel
Proposal
Mike R.
Kitchen Remodel
$12,500
Ashley Homes LLC
Full Renovation
$45,000
Closed
Lisa T.
Roof Replacement
$8,200
Daniel Perez
HVAC Install
$6,400
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