Visualizing your deal flow helps reps prioritize high-value prospects and spot bottlenecks instantly.
1. Opening the Pipeline Board
- Click Pipeline in your left navigation panel.
- You'll see your active leads organized into columns matching your sales stages (NEW, CONTACTED, QUALIFIED, WON, LOST).
2. Drag and Drop Status Updates
- Simply click and drag any lead card from one column to another.
- The lead's status updates instantly in the database.
- If Meta CAPI automation is active, moving a card to QUALIFIED or WON automatically fires the corresponding conversion signal to Facebook Ads.
3. Quick Lead Cards
Each card displays:
- Lead Name & Contact Phone
- Assigned Sales Representative
- Time in current stage
- Quick actions (Call, Note, Schedule Appointment)
💡 Pro Tip: Use the search and filter bar at the top of the Pipeline board to filter by source, rep, or date range.