Help/Contacts and CRM/Pipeline and follow-ups

Pipeline and follow-ups

A board with one column for each stage your customers go through, from first enquiry to regular. Above it, the people you promised to get back to and the birthdays coming up.

Screenshots use a fictional business and figures. Select an image to view it full size.

Set your stages

  1. In the sidebar, go to Pipeline, then the Stages tab. You start with seven: Lead, Contacted, Proposal, Onboarding, Active, Inactive and Lost.

  2. Press Add Stage for a new one. Use the pencil to rename a stage and the coloured dot to change its colour.

    Your stages, in the order customers move through them.

  3. Drag a stage by its handle to reorder, then press Save Order.

  4. A stage can only be deleted once nobody is in it. Move those customers to another stage first.

Move customers on the board

  1. The Dashboard tab shows your totals, then the board. Each card shows the customer, their tags, any follow-up due and any amount they still owe.

    The pipeline board, one column per stage.

  2. Drag a card into another column to move that customer to a new stage. Someone you add by hand starts in your first stage. Someone filed for you by a receipt, a booking or an invoice starts in Unassigned.

  3. On a contact’s own page, you can also press the stage under their name and pick another.

  4. The search box above the board finds a customer by name. Show more metrics adds average billed per customer, balance due, how many you contacted in the last 30 days, and your tags.

Follow-up reminders

  1. When you log a call or meeting with a Follow-up date (how), it appears under Follow-up Reminders on the Dashboard, marked as today or overdue when it is.

  2. Each reminder has three small buttons. Mark it done. Snooze it to Tomorrow, In 3 days, Next week or In 2 weeks. Or log what happened and clear the reminder in one step.

    Follow-ups due today and overdue, with the snooze choices open.

  3. On All Clients, the ⏰ Follow-ups due button shows only the people with a follow-up waiting.

Birthdays

  1. Give a contact a Date of Birth and they appear under Upcoming Birthdays on the Dashboard in the 30 days before it.

    Birthdays in the next 30 days.

  2. Select a name to open their page, where the WhatsApp button is one tap away.

Questions

Is the board part of every plan?

No. The board, stages, the interaction log, follow-ups and birthdays are part of CRM. Without it, these screens show a lock. Your contact list stays free.

Can a team member use the board?

Yes, if you give them CRM access in Settings, Team. With view-only access they can see the board but not move anyone.

Do suppliers show on the board?

The board shows every contact by stage, so a supplier filed from a receipt sits in Unassigned unless you move it. Use the Customers pill on All Clients when you want customers only.

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