The lead pipeline

Add a lead and move it through the pipeline

Every enquiry becomes a lead card. Move it through the stages as you talk, and convert it to a matter when the agreement is signed.

1. 1

   Add the lead

   Go to Leads › Pipeline and choose Lead, or let your enquiry form create it automatically. To send people the form, use Share enquiry form.

2. 2

   Check for duplicates

   If we spot a likely match, we show it. Nothing merges until you confirm. We never merge just because two people share a family email.

3. 3

   Assign and add a follow-up

   Pick an owner and a next task with a date.

4. 4

   Move it along

   Drag the card between stages, or use its arrow buttons. Each move records who and when.

5. 5

   Convert to a matter

   When the agreement is signed, convert the lead; it moves to the Converted column. Converting never merges people automatically.

Record a no-show or a lost reason

Knowing why leads don’t continue helps you plan. Recording it takes two clicks.

1. 1

   Mark a no-show

   On the appointment, choose No-show. The lead gets a follow-up task.

2. 2

   Close a lead as lost

   In Leads › Pipeline, move the card to Lost and pick a reason.

3. 3

   Add a note if useful

   Notes are internal and never shown to the person.

Screen by screen

Each frame comes from the walkthrough, with the part being explained outlined. Select a frame to play from that moment.

1. 
   02Find it0:08

   In the header, the breadcrumb reads Leads, then Pipeline. You can also find it in the sidebar under Leads.

2. 
   03Totals0:15

   Next to it, chips show 0 open leads and Proposed fees CAD 0.

3. 
   04Add leads0:21

   On the right, add a lead yourself with Lead, bring leads in with Import CSV, or use Share enquiry form.

4. 
   05Views0:28

   Below, switch between Board, List, and Timeline views.

5. 
   06Test mode0:32

   A banner says the demo firm is in test mode, with 1 of 4 go-live steps done. See what is left shows the rest.

6. 
   07Stage filter0:40

   The Stage filter starts at All stages. The options are New, Qualified, Proposal sent, Converted, and Lost.

7. 
   08Columns0:49

   Owner is set to Anyone. Each stage column shows its fees and lead count, here CAD 0 and 0 leads.

8. 
   09Moving leads0:57

   The hint line says you can drag a card between stages or use its arrow buttons. Converting a lead never merges people automatically; matches need your confirmation.

9. 
   10Recap1:07

   So: find Pipeline under Leads, check the totals, add or import leads, filter by stage, and confirm matches. Next: Consultations.