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The Leads Pipeline is a Kanban board that organizes your contacts into sales funnel stages. Each card represents a lead, and you move it between columns as the deal progresses — manually via drag-and-drop or automatically via automation rules. Leads Pipeline Kanban board with stages and cards

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Default Stages

The pipeline comes with seven predefined stages, but you can customize the list:
StageColorDescription
NewBlueNewly created or imported lead
ContactedYellowFirst contact made
QualifiedGreenProfile confirms purchase potential
ProposalPurpleCommercial proposal sent
NegotiationOrangeIn the closing process
WonDark greenSale completed
LostRedOpportunity closed without a sale
The AI agent can move leads automatically between stages via the update-lead-stage tool. Configure in the prompt when and how the agent should perform this transition — for example, when the contact confirms interest or requests a proposal.

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Creating a Lead

1

Open the Pipeline

In the side menu, go to CRM → Leads Pipeline.
2

Click '+ New Lead'

The button is in the upper-right corner of the board.
3

Fill in the data

Available fields: name, email, phone, company, job title, lead source (website, whatsapp, instagram, referral, import), budget range, decision deadline, and pain points.
4

Link to a contact

If the lead already exists as a contact in the database, you can link it in the contact_id field. This connects the lead to the contact’s conversation history.
5

Save

The card appears in the New column automatically.

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Moving Leads

Drag the card from the current column to the destination column. The system uses @dnd-kit/core with closestCorners detection — works on desktop and touch screens.
Every stage move records an event on the linked contact’s timeline. You always know when and by whom the lead was moved, with a reason when provided.

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Lead Score

Each lead has a numeric score from 0 to 100 representing the quality of the opportunity. The score is calculated based on:
  • Profile completeness (email, phone, company filled in)
  • Declared budget range
  • Decision deadline (the shorter, the higher the score)
  • Number of chat interactions
  • Current stage in the funnel
The score appears as a badge on each Kanban card. Use the minimum score filter to see only hot leads.

Text search

Filters by lead name, company, or email in real time as you type. Operates across all stages simultaneously.

Filter by source

Select website, whatsapp, instagram, or another source to see only leads from a specific channel. Ideal for measuring ROI by channel.

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Converting a Lead

When a lead is won, use the Convert button on the card to:
  1. Mark the stage as won
  2. Create a customer record in the contact database with all the lead’s data
  3. Optionally open an onboarding workflow automatically
The conversion dialog (ConversionDialog) lets you adjust data before confirming and associate the lead with a specific workspace or product.
Leads marked as lost remain visible on the board but are excluded from the active funnel by default. Use the Show lost toggle to include them in the view and analyze loss patterns.

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Pipeline Metrics

At the top of the board, the metrics panel displays:
  • Total active leads — excluding won and lost
  • Conversion rate — won leads / total
  • Average deal size — average of budget ranges of qualified leads
  • Average time in funnel — days from creation to won or lost