We keep the pipeline intentionally simple.
**Leads** capture interest: someone filled a form or was added manually. Your team marks them Working while qualifying, then Qualified when there is real budget and fit.
**Convert** creates a contact and deal. The deal moves through New, Qualified, Proposal, Negotiation, and Won or Lost.
Wednesday, July 8, 2026
From lead to deal: a simple pipeline
New → Working → Qualified → Converted on leads; then New → Won on deals.