Pipelines & Opportunities
2 articles
How to move a lead and add its value
Last Updated: 10 October 2026Add a job to your pipeline, give it a value, and move it along as it progresses, so you always know what work is coming in. Add an opportunity Opportunities → + Add opportunity Click + Add opportunity at the top right. Fill in the details Choose the contact, give it a name (for example...
How your sales pipeline works
Last Updated: 10 October 2026Your pipeline shows every job you are chasing, from first enquiry to booked work, so nothing gets forgotten. The basics A pipeline is your sales process, split into stages, for example New lead, Quoted, Follow-up, Booked. Each enquiry is an opportunity: a card on the board with the customer, the job and its value. As...