The Pipeline is a kanban-style board showing every prospect and active customer by stage, so nothing falls through the cracks.
Go to Customer Management > Pipeline.
Stages, left to right
- New: just added, not yet contacted
- Contacted: initial outreach made
- Qualified: confirmed they are a real opportunity
- Estimated: a quote has been sent
- Won: closed-won (an invoice was created)
- Lost: closed-lost
Drag a card between columns to change its stage. When you drag a card to Lost, the system asks for a lost reason (e.g. price, lost to competitor, no longer interested) and an optional note. Lost reasons feed the Lost Reasons report.
Cards show the customer name, vehicle, lead source, and last activity. Click a card to open the customer detail page. Won is automatic when the customer's first invoice is created in the POS.