Sales Pipeline

How to use your sales pipeline to manage your leads

Ryan Mattock avatar
Written by Ryan Mattock
Updated over a week ago

To access your sales pipeline and view the progress of your leads simply click on the 'Pipeline' tab in your dashboard.
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Leads that you've created can be dragged and dropped however, leads that one of your sales agents have created can only be moved by them. When they update their leads this will be reflected in your pipeline view.

Leads that are grey in colour have been created by your company. These can be opened and viewed in their entirety by clicking on the 'eye' icon at the top right of the lead. You'll also be able to drag and drop these leads to change the stage they are at.

Leads that are Purple in colour have been created by one of your sales agents. These leads have limited information available to be viewed by you to protect the sales agent who has sourced it. You also can't drag and drop these to different stages in your pipeline.

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