---
title: Pipeline
slug: pipeline
docTags: 
createdAt: 2026-03-08T02:23:07.041Z
---

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 board

The pipeline has 7 columns from left to right:

| Column          | Colour |
| --------------- | ------ |
| New Enquiry     | Blue   |
| Contacted       | Yellow |
| Interested      | Purple |
| Trial Booked    | Orange |
| Trial Completed | Teal   |
| Enrolled        | Green  |
| Lost            | Grey   |

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.

***

## 🖱️ Moving leads by drag and drop

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.

### Reordering within a column

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.

### Sorting a column

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.

### Boards with many stages or leads

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.

:::hint{type="info"}
If you're on a touch device, use the **Move** dropdown on the Leads list page instead — drag and drop requires a mouse/trackpad.
:::

***

## 📋 Lead cards

Each card on the pipeline board shows:

- Lead's name
- Date submitted
- Phone number (clickable)
- WhatsApp link
- Notes preview (if notes have been added)
- Original message preview (if no notes, shows the visitor's enquiry)

***

## ↔️ When to use Pipeline vs Leads

| Use **Pipeline** when...                               | Use **Leads** when...                                      |
| ------------------------------------------------------ | ---------------------------------------------------------- |
| You want to see the big picture across all stages      | You need to read or add detailed notes                     |
| You want to drag multiple leads through stages quickly | You want to filter to a specific stage and work through it |
| You're doing a daily review of your funnel             | You're doing a detailed follow-up session                  |

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