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How to Manage Your Lead Pipeline

Maria avatar
Written by Maria
Updated over 10 months ago


How to Manage Your Lead Pipeline

2. Click "Leads" in "Contacts" menu

3. Click "Lead Pipeline"

4. Here you can change Statuses of Leads by drag-and-dropping them into appropriate column.

Any automations that you apply to a lead that is assigned a specific status will trigger as soon as you drop the lead into the new status column!

5. You can also assgn a Status to a Lead without Status

Tip! Remember that name, color and order of Statuses are editable!


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