What does the pipeline functionality provide?

We have designed a modern Pipeline Kanban Board so you can easily track the status across all your prospects across simple categories:

  1. Lead In (Step 1 - this step is where all prospects start; as an open lead)
  2. Form Pending (Step 2 - this step is where you are collecting information to review)
  3. Analysis (Step 3 - this step is where you are analyzing the best plans for your prospect)
  4. Proposal (Step 4 – this is where you are meeting with prospect to recommend best plans)
  5. Recent Close (Step 5 – this is where you win and close the business)
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