Using the pipeline, notes and follow-ups
Pipeline stages
Every unlocked lead starts in New. Move it to Contacted → Meeting → Negotiation → Won / Lost as the deal progresses. Drag cards or use the stage button on each lead.
Notes
Keep call notes, site-visit details and budgets on each lead so nothing is forgotten.
Follow-ups
Schedule a reminder (e.g. "call back Tuesday 11am"). Follow-ups appear on the Follow-ups page and as notifications.
Every lead has a one-tap WhatsApp button with your pre-filled intro. Messages are logged on the timeline automatically.
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