Editing your pipeline

Accessing your pipeline:

This will bring you to the CRM Dashboard, which displays your pipeline:

By default there are 4 stages in your sales pipeline:

Initial Contact: This column is intended for any instance in which you have or are trying to establish your first point of contact with a Lead. This column is not editable.

In Negotiation: This column was intended for instances in which you have had initial contact and are now negotiating terms with a Lead.

Awaiting Decision: this column is intended to display those leads that have hired your law firm.

Contract Sent: This column is intended to keep track of those Leads with whom negotiations have been completed and a contract has been sent.

Not all organizations think about their sales pipelines the same way, so we've made it simple to edit default stages/columns or add new ones.

Adding a pipeline column

To add a new pipeline column click '+ new column' from the upper right corner of the Contact leads dashboard:

Add a column name, select the color you'd like to associate with this pipeline column, and click 'Create':

Deleting a pipeline column

Click the ellipses menu to the right of the existing column header and select 'Edit':

You'll receive a confirmation screen, asking if you're sure you want to delete the column. Click 'Yes, delete' or 'Cancel' to cancel this operation:

Editing a pipeline column

To edit a stage/column in your pipeline, once you've logged in and clicked 'Contact leads' from the left navigation menu:

Re-name the column, select the color you would like associated with it, and click 'Save' to proceed or 'Cancel' to leave without saving your changes:

Moving a pipeline column

To move a column, click and hold the "direction" icon and drag the column left or right to the location of your choice:

Learn more:

CRM overview

Create a new lead

Leads inbox

Creating a calendar event with a lead contact

Change a lead's status

Create a document for eSignature

Viewing your lead pipeline

Archiving and viewing archived leads

Connect a third party to the CRM inbox

Accessing your pipeline: