The leads pipeline board
Every directory request, booking or intake response lands on a staged board: New, Contacted, Consultation, Engaged, Lost.
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The Leads page (titled Leads pipeline) arranges prospective clients in stages so you can see who you have contacted, who is waiting for a reply and who you are engaged by.
Stages
New → Contacted → Consultation → Engaged. A Lost stage holds leads that did not go through.
What arrives automatically
- Directory requests and confirmed consultation bookings (details).
- Responses to intake forms.
- Anything you add yourself (Add a lead).
Working the board
- Pick the view: Board or List.
- Drag a card to the next stage, or use the Move to menu on the card (handy on a phone).
- A card shows the lead's age (such as "2 days ago"), the Next action with an overdue mark if it has passed, the conflict-check status, and Call and WhatsApp buttons.
- Click the card title (Open lead) for details: assign the lead to a colleague, set the next-action date, notes and tasks, conflict check and conversion to a client.
Filtering
Under Filter: Assignee (or Unassigned), Source, Specialty, a date range, and search by name or phone.
Accountants can view the board only; everyone else can change stages and details.
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