Pipeline

In Pipeline, you see what stage each customer is in. It has two tabs: Conversations and Jobs.

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Conversations

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Jobs

Each job goes through Discovery, Prospect, To quote, Pre-quoted, Quote sent, and Accepted. Finished jobs are under the Closed filter.

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Who moves the cards

• Ash moves cards forward on its own as the conversation moves along.
• If you drag a card, it stays where you put it. Only a quote, an appointment, or a confirmed payment moves it again.

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Change the stages

Open a column’s … menu to rename it. You can also add columns.

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Next steps