Leads and Pipelines
A lead represents a business opportunity tied to a contact. A pipeline organizes leads into stages so you can track their progress from first inquiry to close.
How it works
Leads
A lead captures a potential opportunity with a specific contact. Each lead has:
- Title — a short description (e.g., "Math Class Inquiry")
- Created at — automatically recorded when the lead is created
- Custom fields — optional fields you define, such as source, preferred timeslot, or programme
One contact can have multiple leads across different pipelines.
Pipelines
A pipeline defines the stages a lead moves through. You create pipelines to match your business process — for example, a "New Student" pipeline or a "Workshop Sign-ups" pipeline.
Each pipeline contains:
- Stages — the steps in your process (e.g., New Inquiry, Trial Scheduled, Enrolled)
- Leads — the opportunities currently being tracked
Example
A student enrichment centre might set up a pipeline like this:
| Stage | What it means |
|---|---|
| New Inquiry | A parent has asked about classes |
| Trial Scheduled | A trial session is booked |
| Follow-Up | Waiting on the parent's decision |
| Enrolled | The student has signed up |
As each inquiry progresses, the lead moves to the next stage. You can filter leads by stage, source, or date to see where your opportunities stand.