Pipeline

The Pipeline page gives ACME Creative Agency a visual overview of every open opportunity — from first inquiry through to won deal — organized as a Kanban board with stages you control.

Key Features

• Kanban Board: Leads organized in columns by stage, each showing lead count and total value
• Drag & Drop: Move a lead to a new stage by dragging its card — saves automatically
• List View: Switch to a compact table showing name, contact, source, value, age, event date, and temperature
• Summary Stats: Four cards show Pipeline Value, Active Leads, Won This Month, and Win Rate (last 90 days). Click a card to focus the board on that segment; click again to clear
• Toolbar Total: A running total reflects the estimated value of all currently visible leads
• Quick Add Lead: Click New Lead — first name is required, everything else is optional. Lead name is auto-generated if left blank
• Company Detection: Enter an email and the system automatically checks if the domain matches an existing account and offers to link the lead
• Temperature & Age: Each card shows a colored dot (hot, warm, cold) and a color-coded age badge — green for new leads, red for 30+ days
• Lead Editor: Click any card to open a detail panel. Edit name, contact info, event date, notes, stage, value, temperature, and source, then click Save
• Mark Won / Mark Lost: Trophy and X buttons appear on cards and in the editor. Marking Won automatically upgrades the linked account from prospect to client
• Log Contact: Record a call, email, meeting, SMS, or follow-up with optional notes — a badge tracks the total count per lead
• Convert to Project: Click New Project in the editor (or respond to the automatic prompt) to choose a project type — Event, Production, Rental, Service, and more — and create it immediately
• Project Detail (Inline): Once a project is linked, a badge appears on the card. Click it — or Open Project in the editor — to open a full multi-tab view: Events, Quotes, Contracts, Invoices, Resources, Budget, People, and Activity. Manage the entire engagement without leaving the pipeline
• Filters & Search: Narrow by source or temperature; search by lead or account name
• Custom Stages: Click the gear icon to add, rename, reorder, and color-code stages. Set one as Default (where new leads land), one as Won, and optionally flag stages to auto-trigger project creation

How to Use

1. Open Pipeline from the sidebar to see your board
2. Check the four summary cards for a quick health snapshot — click one to focus on that segment
3. Click New Lead to add an opportunity; enter an email to auto-detect the linked account
4. Drag a card to move it through stages, or open the editor and pick a new stage from the dropdown
5. Click any card to edit details, log a contact attempt, or mark it won or lost
6. When a lead is ready, click New Project to convert it — choose a project type and create it immediately
7. Use the project badge on the card or Open Project in the editor to manage quotes, invoices, and contracts right here
8. Click the gear icon to manage stages — add new ones, set colors, and configure auto-project triggers

Tips

• Pipeline Value only counts active leads, so it always reflects real open opportunities
• Win Rate covers the last 90 days — the most actionable window for spotting trends
• Age badges turn red at 30+ days — a quick signal for leads that need follow-up
• Set a Default stage so every new lead lands in the right column automatically
• Stages with active leads must have those leads reassigned before the stage can be deleted
• The full quote → contract → invoice workflow lives inside the project detail — win the lead, then run the engagement without switching pages