Docs · Pipeline

Working the pipeline board

A drag-and-drop view of where every lead sits. Stages move with the disposition rather than independently, so the board reflects what you've actually recorded — it isn't a second place to track things.

Who this is for

Producers and managers who want a positional view of the book.

The board follows the disposition

Stage and disposition are linked — dispositioning a lead moves them on the board, and moving them on the board is a way of dispositioning them. That's deliberate: two independent trackers would drift apart within a week and neither would be trustworthy.

The practical consequence is that the board is only as good as your dispositioning discipline. A board full of leads in the first column usually means calls happened and outcomes weren't recorded.

One product at a time

A lead is worked on one product at a time — a second only follows a pivot or a post-close cross-sell. So a person appears once on the board for what they're currently being sold, not once per product they might eventually buy.

Common mistakes

Treating the board as separate from dispositions and wondering why it looks stale.
Using the board as the only view — it shows position, not urgency. Hot Leads shows urgency.

Dispositions are the AI's on/off switchSetting a lead cold makes the AI stop texting them.How the Hot Leads worklist decides who you callIt ranks your whole book on every signal it has — calls, texts, notes, dispositions, no-shows — then rotates so you cycle through everyone instead of the same names.

Where this lives in the app

Open this screenOpens in the app

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