Try the board
A working copy of the pipeline board with made-up leads. Deal with the three enquiries in the inbox, then move a lead to Won. Nothing you do here is saved.
Accept, merge or bin what is in the inbox. Drag leads between stages, or use the arrows on each card.
- Open pipeline
- $62,700
- Won
- $0
Start with Priya Shah at the top of the inbox.
Who needs a call today
Every morning the dashboard lists the leads that are slipping: follow-ups that are overdue, people nobody has rung yet, and deals that have gone quiet.
Tick each one off as you deal with it.
5 leads need attention
- Northwind LogisticsFollow-up overdue by 2 days: send proposal
- Harbor Dental GroupNever contacted, came in yesterday
- Summit Roofing Co.Quiet for 12 days
- Lakeview FitnessFollow-up due today: confirm start date
- Brightside SolarNever contacted, came in 3 days ago
See it with your own leads in mind
Book a walkthrough. We will show you the inbox, the board and the reports, live.