What is the pipeline board and how do I use it?

The pipeline board is in the Sales Tools tab. In the left menu, under the Customers heading, click Sales Tools.

It shows your leads as a board, with columns for where each person is in the process. At a glance you see who's new, who you've already called, and who you've won.

That same tab has more tools for the bigger picture:

• Bulk edits, so you can change many leads at once.
• Spreadsheet import and export.
• An activity feed and stat tiles.

Use the plain Leads tab for day-to-day callbacks. Use Sales Tools when you want the whole picture in front of you.

Why this matters

Seeing every lead by stage shows you where jobs are getting stuck. That's how you spot the follow-ups that turn into paying work.