The Pipeline interface allows you to view all of your active leads sorted by status. The status categories are arranged horizontally with newest leads on the left, and soon-to-be clients on the right. As you work your leads, they will progress from left to right through these status categories.
To view your Pipeline, from the Admin Menu, on the left, click TurboLeads.
On the TurboLeads home page, on the left, click Pipeline.
The following statuses categories are listed in the Pipeline:
- Appt. Set
The status categories that DO NOT appear in the pipeline view are only those that correspond to inactive leads. These include:
- Disqualified (there are numerous reasons for disqualification that can be specified when changing client status to "disqualified")
To navigate between the status categories in the Pipeline interface, select the status headings at the top of the screen, or simply swipe left and right.