Pipeline · 0 in play
Follow up0
Has a date. Call back on it, no exceptions.
Empty. Drag a card here.
Booked0
A call or in-person meeting is on the calendar.
Empty. Drag a card here.
No-show0
Missed the meeting. Has a re-call date; get them re-booked.
Empty. Drag a card here.
Proposal0
Met them, pricing is in their hands.
Empty. Drag a card here.
Won0
Signed. Client.
Empty. Drag a card here.
How leads get here: Follow up (5) on the Dial page, or any booking, puts them on this board. Marking a meeting No-show on the Calendar or lead page moves them to No-show with a re-call date. Follow-ups and no-shows that are due jump to the front of the Dial queue automatically. Drag cards between columns, or open a lead to log what happened.