Pipelines · 5 min

Understanding the lead and quote pipelines

What each stage means and when opportunities should move.

1
New leads enter the Lead pipeline at the first stage automatically.
2
Move an opportunity to Quoted when a quote is delivered — this triggers quote follow-up.
3
Won opportunities move to the onboarding pipeline; lost ones enter win-back nurture.
4
Review pipelines weekly: anything stuck in a stage for two weeks needs a human look.