Work the lead pipeline

Move leads through follow-up and trial states and record communication. Pipeline changes, follow-up dates, trial attendance, and communication notes persist…

Status: Draft, not yet re-verified
Who can do this: Organization owners, Managers, Staff
Required access: members.change
Where in PositiveForm: /leads

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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

Click Leads. The pipeline board lists cards such as trials and inquiries with follow-up dates.
Optionally narrow with Stage filter or date range controls.
Click a card (for example a trial with a follow-up date) to open the lead.
Use Edit / Save on fields you change.
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.
To log an activity, type What happened? and click Log.
When ready to enroll, open Convert to member (Convert a lead).
Use Schedule a trial when the lead needs a trial date, or End when the opportunity is closed without conversion.
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

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.

CRM-001
CRM-003
COMMS-001