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Customers & follow-upGrowth
Pipeline
CRM-style stages for leads and calls: new lead, needs follow-up, booked, missed, lost, completed.
What this page is for
Use to manage opportunities beyond a call log.
How to set it up
- 1Let calls/leads be auto-tagged.
- 2Move or correct outcomes as needed.
- 3Use saved views for staff workflows.
Demo workflow
Pipeline workflow demo
A workspace user opens Pipeline and needs to understand what action to take.
1
Open the page
Go to Pipeline from the sidebar or this docs page.
2
Check the state
Read the cards, empty-state message, filters, or table rows to understand current status.
3
Take action
Use the related setup page, action button, or linked workflow to complete the next step.
The user knows what the page does and which action moves the workflow forward.