Track prospects in your pipeline

The pipeline holds every business you are working, from first find to closed deal.

Open it

1. 1

   Open the board

   Tap Pipeline in the menu. The line under Your prospects. counts your active and closed deals.

2. 2

   Read the columns

   On a phone, swipe sideways to see them all.

3. 3

   Open a deal

   Tap a card. The deal panel shows the stage, a tip for it, Move to, your notes and Remove from pipeline.

4. 4

   Go deeper

   In the deal panel, tap Open audit for the audit, or Open prospect page for the full page, where Share report is.

The columns

• IDENTIFIED, CONTACTED, REVIEW BOOKED and HANDOFF SENT hold deals in progress, in that order. Each column shows a tip for its stage.
• CLOSED / WON holds won deals, and clients who built a workspace through your door. Those clients are marked VIA DOOR and cannot be edited here.

Move or close a deal

1. 1

   Open the deal

   Tap its card.

2. 2

   Move it

   Under Move to, tap the next stage.

   ✓ The card moves to that column.

3. 3

   Close it

   Tap Closed. Type the deal value under What was the deal value? and tap Confirm close.

   ✓ The deal moves to CLOSED / WON and a commission is recorded for it, waiting for approval.

Tap Lost for a deal that will not happen. Remove from pipeline deletes the prospect.

Add a prospect by hand

1. 1

   Start

   Tap Add.

2. 2

   Fill in the form

   Company * is required. Contact name, WhatsApp, Industry and Deal value ($) are optional.
3. 3

   Save

   Tap Add.

   ✓ "Prospect added." The card shows in IDENTIFIED.

Good to know

• Prospects also arrive on their own: from Add to pipeline in research, and from every audit you run.
• A clock on a card means no contact for 3 days or more.
• Board shows the columns. List shows one list, grouped by stage.