1. Go to Pipeline.
2. Choose Board (one column per stage) or Table.
3. Filter by Assigned, Tier or List.
4. On the Board, drag a card into a new column to change its stage.
5. Select a card or row to open the prospect.
Name, Tier, Stage, Days (days in the current stage) and Assigned.
Drag a card to | What happens |
Lost | Asks why it was lost. See [Mark a prospect as lost]. |
Live | Opens the conversion form. See [Convert a prospect to a customer]. |
Install scheduled | Offers to create an install task. |
Table view is for reviewing. To change a stage from the table, open the prospect.