We’re introducing a visual lead pipeline board to help teams track, manage, and convert leads more efficiently. This module gives a clear view of every lead’s journey from first contact to final conversion.

What this module will include:

Visual pipeline stages
Track leads across customizable stages such as New, Contacted, Qualified, Proposal, and Won.

Drag-and-drop lead movement
Move leads between stages easily to reflect real-time progress.

Lead details at a glance
View contact info, deal value, source, and notes directly from the board.

Task & follow-up linking
Attach tasks, reminders, and follow-ups to each lead to avoid missed opportunities.

Pipeline performance insights
Quickly identify bottlenecks and high-performing stages.

Team collaboration
Assign leads to team members and track ownership clearly.