The prospect pipeline

Prospects are not customers, and they do not belong in the customer list. They live on their own board, with a stage and a next step.

Step by step

1. Open Leads.
2. Add a prospect, or let one arrive from your website.
3. Move them through the stages: **New → Contacted → Quote sent → Negotiation → Won / Lost**.
4. Drag the card, or use the arrows — on a tablet there is no dragging.

Good to know

Everything about a prospect opens on the board, not on a customer page. A customer page shows sites, pools, equipment, service prices and notification settings — for a prospect all of that is empty. Once they are won, the link takes you there and there is something to see.

Where they came from is a fixed list, not free text. It used to be an open field with no input mask — shown in two places and filled in none, which is why all 263 customer records showed a dash.

A prospect only becomes a customer through acceptance — see accepting or declining. Nothing about them turns into a customer record before that.

What it does not do

The stages are fixed. You cannot rename them or add your own.

Nothing moves by itself. Sending a quote does not advance the card to Quote sent — you do.