The Lead Pipeline section helps you track how leads move through your intake process.
- Go to Insights from the sidebar.
- Click Lead Pipeline in the section navigation.
- Review the lead funnel showing counts at each stage: New, Contacted, Proposal Sent, Converted, and Lost.
The funnel also shows stage timing (how long leads spend at each step), drop-off rates, and identifies your bottleneck stage. This helps you see where leads are getting stuck so you can follow up faster.