Use the job pipeline

What the pipeline is for

Your pipeline turns a list of contacts into a view of where every job actually stands. Each job is an "opportunity" that holds a contact, a stage, and an estimated value, moving through six stages from first contact to a finished job:

• New inquiry, a lead just came in and hasn't been contacted yet.
• Contacted, you've reached out, waiting to hear back or schedule.
• Estimate sent, you've given a price and are waiting on a decision.
• Booked, the customer said yes and a job is scheduled.
• Won, the job is complete and paid.
• Lost, the job didn't happen, for whatever reason.

Create an opportunity for a new job

1. Open Opportunities from the left-hand menu.
2. Click Add Opportunity.
3. Choose the contact this job is for (or create a new contact if you haven't added them yet), and set the starting stage, usually New inquiry.
4. Add an estimated value if you know it, and assign an owner if more than one person works jobs on your team.
5. Save. The opportunity now shows up as a card in the pipeline board, in the stage you chose.

Move a job between stages

As a job progresses, open the opportunity and update its stage, or drag its card from one stage column to the next on the pipeline board. Update the estimated value too, if it changes once you've quoted the job.