Using the Pipeline: stages, leads and follow-ups
How the deal board works, what's on a lead card, and how Deal Won turns into a client.
The Pipeline is a kanban board of your deal stages. Cards show the company, contact, deal value and a smart follow-up reminder chip. Drag a card between columns to move the deal.
Adding a lead
Click + Add lead and capture the company, contact, email, deal value, source and website.
The lead record
Click any card to open it. From there you can inline-edit the stage, amount, services and contact details, and work through:
- Qualification notes.
- Follow-up reminders, assignable to teammates with quick offsets (tomorrow, next week, and so on). Open follow-ups show on the assignee's Today view.
- Proposals, listed automatically from audits and analyses you've run, plus any you add manually.
- Recorded calls and notes.
- Comments with @mentions. Mentioning a teammate notifies them and surfaces it in their Today view.
Winning a deal
Drop the card on Deal Won and Agency OS creates a live client record for you, ready for a project plan and data connections.
Customizing stages
Rename, hide or reorder stages in Settings → Pipeline. Every agency's pipeline is its own.
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