Pipeline

The Pipeline is a kanban board view of your leads. It shows the same leads as Growth → Leads but laid out in columns — one column per stage — so you can see your entire funnel at a glance and move leads by dragging cards.

Navigate to Growth → Pipeline in the admin sidebar.

The pipeline has 7 columns from left to right:

A lead moves into Trial Completed automatically once their trial attendance is marked — you don't need to drag it there yourself.

Each column header shows the count of leads in that stage.

Grab any lead card by its grip handle (the dotted icon on the left) and drag it to a different column. When you drag over a column, it highlights to show it's a valid drop target. Release to move the lead.

The update is saved immediately — you don't need to click save.

Drag a card up or down inside the same column to put your leads in the order you want — e.g. hottest leads at the top. The order is saved and everyone on your team sees the same order.

Each column header has a sort button with Newest first, Oldest first, Name A–Z, and Name Z–A. Sorting rearranges that column once and saves it as the new order — you can still drag cards around afterwards.

Column headers stay in view while you scroll a long column, and each column scrolls on its own. If your stages don't fit on screen, use the arrow buttons at the edges of the board to scroll sideways.

Each card on the pipeline board shows:

Both views share the same data — a change made in one instantly appears in the other.