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Pipeline View (Move Leads Through Stages)

Written by ZevBit Software

Pipeline View shows leads across stages based on your Lead Status settings. Any statuses created in Settings appear as pipeline stages, and new leads start in “Lead Added.”

How leads move

  • Update the lead’s status

  • The lead automatically moves to the matching pipeline column

Contractor Tip:
If your pipeline is messy, it’s usually because statuses aren’t being updated after calls/site visits.

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