Manage leads in the Pipeline

Open Pipeline from the top menu to see Services Scopes, where you create and manage all your leads. The overview at the top shows:

• Service Scopes Funnel – how many leads sit in each stage: Lead In, Scoping, Proposal Sent, Negotiation and Signed.
• Open Opportunities – the total value of open leads against your goal.
• Sales by Organisation and Sales Activities – where your sales are coming from.

Click Hide overview to make more room for your leads.

1. Click the board icon next to the list icon to switch to board view.
2. Each column is a stage. Cards show the client, lead name and number, estimated value, lead source and when it was created.
3. Use the Active, Won, Lost and Deferred tabs, and the Organisations, Assignees and Stages filters, to narrow the list.

The animation below walks through these steps.

4. Click Add New Lead.
5. Enter the Lead Name and choose the Client and Contact Person.
6. Choose the Lead Owner, then add the Lead Source, Expected Close Date, Scope Type, Value, Close Probability and a Description.
7. Choose a Pricing Method: Service Based prices the work by the services in the scope; Time Based prices it by the hours worked.
8. Turn on Add Services if you want to add services now, then click Create Deal.

The animation below walks through these steps.

9. Open the lead and click the Stage menu at the top right.
10. Choose the next stage: Lead In, Scoping, Proposal Sent, Negotiation or Mark as Signed.
11. When the lead is decided, mark it Won, Lost or Deferred. It moves to that tab in the Pipeline.

The animation below walks through these steps.

Each lead carries a scope. See Build and edit a scope to add services and send it to your client, and Scope a project with a quote for the full quoting workflow.