Clients & Leads

Leads & pipeline

The leads pipeline is a Kanban board that tracks every potential client from first contact through to winning the deal.

Pipeline stages

Leads move through 6 stages. Drag and drop cards between columns, or use the status dropdown on the lead detail.

Creating a lead

Click + New lead on the pipeline board. Fill in the lead's details:

• •Name — the contact or company name
• •Email / Phone — for follow-up
• •Company — optional, carried over when converting
• •Value estimate — expected deal value (shown as total pipeline value)
• •Source — how the lead came in (referral, intake form, cold outreach, etc.)
• •Follow-up date — sets a reminder in the lead detail
• •Notes — any context about the lead, what they need, or what was discussed

Converting a lead to a client

When a lead is won, open the lead and click Convert to client. This:

• •Creates a new Client record pre-filled with the lead's name, email, company, and phone
• •Marks the lead as won and links it to the new client
• •Takes you to the client page so you can invite them to the portal and start a project

Leads from intake forms

When someone fills in your public intake form, a lead is automatically created in the pipeline with source: intake_form. All submitted field values (name, email, company, budget, brief, timeline) are saved to the lead's notes.

See Intake forms for how to set up and share your form.

Managing your pipeline

• •Drag cards between columns to update stage
• •Click any card to open the detail view and edit notes, set a follow-up date, or log a value estimate
• •Lost leads stay in the pipeline — you can filter by status or search by name
• •The total pipeline value shown above the board counts Won + active stages (not Lost)

Workflow example: lead to first invoice