Work your lead pipeline

Who it’s for: Salespeople
Where: Sidebar → Pipeline
Before you start: Existing engaged leads and permission to update them.

Steps

1. Open Pipeline. The board contains leads that have moved beyond New.
2. Open a card to review the lead and its activity before changing its stage.
3. Drag the card to the stage that describes its current position.
4. Reopen the record and check the saved stage. If another person changed it at the same time, review the refreshed record before trying again.

You’ll know it worked when…

The card stays in its new column after the board refreshes.

Notes & limits

• The calling stages are Attempting Contact, Connected, Follow-Up, Appointment Scheduled, Qualified Handoff, and Closed.
• Leads and Up Next include new work that is not on this board.
• Opportunity stages are a separate workflow. See Track an opportunity.
• Moving a card updates the record; it is not just a personal view change.