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Pipeline board

See all your open leads in columns by stage, with their value, score and next step, and move them along from your phone.

The pipeline board shows your leads as cards in columns, one column per stage, so you see at a glance what is waiting and what it is worth. It is for owners and staff, in the owner app (https://<your-business>.vadodara.biz/app). It works on a phone and on a computer. Reading this takes about 5 minutes.

Open the board

  1. In the owner app, tap Leads at the bottom.
  2. Tap Pipeline board at the top.

There is one column per stage: New, Contacted, Qualified, Discovery call, Proposal, Won and Lost. On a phone, swipe sideways to see the next columns. Won and Lost show only the leads closed in the last 30 days, so the board does not fill up.

Each column heading shows how many leads are in it and, if you set values, their total, for example "₹4,50,000 + $5,000" (each currency is added up on its own).

What a card shows

  • The person's name. Tap it to open the lead.
  • The lead score (0–100): red for 60 and more, yellow for 30 and more, grey below. See Lead score.
  • A red Urgent badge if they ticked your form's urgent box.
  • The value you expect, if you set one.
  • Company and topic, if your enquiry form asks for them.
  • Assigned to: the person working on it.
  • Next: the next step and its date. It is shown in orange when it is due today or overdue.

Cards with the best score come first in each column. A column shows its first 30 cards; tap All … in … at the bottom to see the rest in the Leads list.

Move a lead to another stage

  1. On the card, choose the new stage in the stage menu.
  2. Tap Move.

The card moves to its new column. The move is written on the lead's timeline ("Qualified → Proposal") with your name, and in the change log. If your business sends leads to another system, the stage change is sent there too (see Send leads to another system).

To add a reason when a lead is lost, open the lead and use If lost: why? (optional) (see Keep the stage up to date).

Only your own leads

Tap Assigned to me at the top to see only the leads assigned to you. Tap All leads to see everyone's again. Leads are assigned on the lead page (Deal → Assigned to) or automatically by your routing rules.

Set the value and the next step

Open the lead (tap its name) and use:

  • Next step: what happens next and the date, then Set. The date counts as the follow-up date, so the lead appears under "follow-ups due" on the Today screen from that day.
  • Deal: Expected value, the currency (₹ INR, $ USD or € EUR) and Assigned to, then Update deal.

See Leads, contacts and follow-ups.

Every Monday

If you use the stages beyond New, the weekly summary email also lists your open leads by stage, what you won that week and its value, and how many next steps are overdue. See Weekly summary.