# Work the lead pipeline

> PositiveForm guide · Leads and trials · CRM-002
> Canonical page: https://positiveform.com/guides/leads/work-lead-pipeline/
> This Markdown: https://positiveform.com/guides/leads/work-lead-pipeline.md

**Summary:** Move leads through follow-up and trial states and record communication. Pipeline changes, follow-up dates, trial attendance, and communication notes persist…  
**Who can do this:** Organization owners, Managers, Staff  
**Required access:** `members.change`  
**Where in PositiveForm:** `/leads`  
**Status:** Draft: not yet verified against a deployed PositiveForm build. Labels may differ.

> Draft: the exact email preview and test-to-self steps are implemented but still need a deployed-demo replay. The retained screenshot and verification below document the previously deployed workflow.

## Who this is for

This guide is for **sales staff** moving leads through follow-up and trial, and
recording what was said.

## Before you begin

- Select the location. The board only shows leads for that location.
- Open from **Leads** for the active board, or **All leads** for the full table.

## Steps

1. Click **Leads**. The pipeline board lists cards such as trials and inquiries
   with follow-up dates.
2. Optionally narrow with **Stage filter** or date range controls.
3. Click a card (for example a trial with a follow-up date) to open the lead.
4. Use **Edit** / **Save** on fields you change.
5. To email from the lead, fill **Email subject**, **Reason for email**, and
   **Email message**, then click **Preview email**. Check the final From, To,
   CC, Reply-To, subject, HTML, and plain-text version. Optionally click **Send
   test to me**; when the render is correct, click **Send email**.
6. To log an activity, type **What happened?** and click **Log**.
7. When ready to enroll, open **Convert to member** ([Convert a lead](https://positiveform.com/guides/leads/convert-lead/)).
8. Use **Schedule a trial** when the lead needs a trial date, or **End** when
   the opportunity is closed without conversion.
9. Return via **All leads** or the board as needed.

## Expected outcome

Pipeline stage, follow-up dates, trial attendance notes, and communications
persist on the same lead.

## Screenshots

![Lead pipeline board with stage filter and lead cards](https://positiveform.com/guides/media/CRM-002/20260729T231500Z/000-start.webp)

## Recovery

If a card is missing, check **Stage filter**, dates, and location. If email
send fails, keep the draft text and fix the reason or address before retrying.

## Related guides

- CRM-001
- CRM-003
- COMMS-001

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