Sales Pipeline, Lead Score, and Follow-Up Dates
What this means
The pipeline shows what should happen next. Lead score and priority help you choose who to contact first.
Before you start
- Open a contact from the Sales dashboard.
- Decide what happened with that contact so far.
- Keep your next follow-up date and notes ready.
Quick check
- Every important contact has a stage.
- Hot or urgent contacts have a clear follow-up date.
- Notes explain the last conversation or next action.
Step-by-step
- New means the contact was added but not checked yet.
- Qualified means the contact looks relevant.
- Contacted means you reached out by phone, WhatsApp, email, or another channel.
- Proposal means pricing, offer, or next commercial step is shared.
- Won means the deal succeeded.
- Lost means you should not keep pushing unless it reopens later.
- Use the score slider to rank stronger leads higher.
- Use next follow-up to choose a future date and time.
- Use tags and notes so you remember why the contact matters.
Simple word meanings
Pipeline
The sales journey from New to Qualified, Contacted, Proposal, Won, or Lost.
Lead score
A number that helps you decide which contact may need attention first.
Follow-up
The next date and time to contact someone again.