How do I view the pipeline board?
One column per disposition. Open /prospecting/pipelines or the Pipeline view on Prospects.
Steps
- Go to /prospecting/pipelines directly, or open Prospects and click the Pipeline view toggle.
- Columns are one-per-disposition, starting with New (leads with no disposition yet).
- Cards show the lead's name, state, phone, notes, and a gold Primary tag when it's their primary product.
- Use the search box (3+ characters) and the My leads toggle to focus the board.
The board is a shared agency worklist by default (everyone's leads) unless you toggle My leads. Any unknown disposition lands in a catch-all Other column so leads never vanish.
Where this lives in the app
This is documentation for Virtual Closer. Book a walkthrough or sign in.