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How to Manage Your Lead Pipeline
How to Manage Your Lead Pipeline
Maria avatar
Written by Maria
Updated over 2 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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