The Pipeline/CRM board in your Workspace lets you track every potential sale on a visual board. Leads live in stage columns you can drag them through, each tagged with a contact, value, priority, and lead source. This guide shows you how to set up your pipeline and move leads from first contact to won.
- 1
Open the Workspace and switch to Pipeline/CRM
From your Workspace, look at the board tabs at the top. Click the Pipeline/CRM tab to switch from the Tasks board to your sales pipeline. If you have more than one pipeline, pick it from the board dropdown beside the tabs.
- 2
Set up your stages
Stages are the columns your leads move through. If the board has no stages yet, click Set up stages. A CRM board starts with these default stages, each shown as a column with a lead count and total lead value:
- To Contact
- Contacted
- Qualified
- Proposal Sent
- Won
- Lost
- 3
Click New Lead
Click the New Lead button in the top right (on mobile it sits in the header). The Add New Lead modal opens with the full lead form.
- 4
Fill in the lead details
Required fields are marked with an asterisk. Fill in:
- Lead Title — what the lead is for (required, up to 100 characters)
- Contact Name — pick an existing customer or use Add Contact to create one; this auto-fills Email Address and Phone Number
- Assign to — the staff member who owns the lead
- Pipeline — the board this lead belongs to (required)
- Stage — which column it starts in (required)
- Lead Value — the potential deal amount
- Lead Source — where the lead came from
- Priority Level — High, Medium, or Low
- Notes and Media — extra context and file attachments
- 5
Choose or manage the Lead Source
Open the Lead Source dropdown to tag where the lead came from. Defaults include Website, Social Media, Online ADS, Walk-In, Sales Agent, Referral, Partner, and Other. To add your own, click Manage Source, then Add another source, type the name, and click Save Changes.
- 6
Save the lead
Click Save. The new lead appears as a card in the stage you selected, and the column's lead count and total value update automatically.
- 7
Move leads through stages
As a deal progresses, drag a lead card from one stage column to the next—for example from Qualified to Proposal Sent to Won. The lead's stage updates instantly. You can also add a quick lead straight into a column using the add-lead (plus) icon on the stage header.
- 8
Filter your pipeline
Click Filters to narrow what you see. Filter the whole board, or a single stage, by Assignee, Priority Level, and Lead Source, then click Save to apply.
Pro tip
- The lead value at the top of each stage column adds up every card in that stage, so you can see exactly how much potential revenue sits at each step of your pipeline.
- Use the Lead Source field consistently—then filter by it to see which channels (Walk-In, Referral, Online ADS, etc.) actually bring in your best leads.
- Move lost deals into the Lost stage instead of deleting them, so your pipeline totals stay accurate and you keep a record of every opportunity.
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