What it does

The Pipeline shows your contacts as cards arranged in columns, one column per stage. You can:

See how many contacts sit at each stage and their estimated value.
Drag a card from one column to another to move that contact to a new stage.
Move a contact with the stage dropdown on its card instead, if you prefer.
Add an existing contact straight into a stage from the column itself.
Click straight through to any contact's full page.

Where to find it

In the top header, click Clients ▾ then Pipeline.

URL: /dashboard/pipeline

The stages

The board has five columns, left to right, matching the journey a customer takes:

Leads — someone you've come across or who's shown a flicker of interest, but hasn't asked for anything yet. The top of the funnel.
Requests — they've actively asked for a quote or a job. A warm enquiry to act on.
Active clients — paying customers you're doing (or have done) work for.
Inactive — past clients who've gone quiet — worth a re-engagement nudge.
Lost — leads or clients who said no, or that you've written off.

Each column header shows a count of how many contacts are currently in that stage.

Step by step

Read the board

Each card shows the contact's name, their business name (if any), their source (e.g. Referral), and their estimated value in pounds.
Scroll sideways if your screen is narrow — the columns sit in a horizontal row.

Move a contact between stages

There are two ways to move a contact:

Drag and drop (quickest):

Press and hold the contact's card in its current column.
Drag it across to the column for the new stage — the other cards shuffle to make room and the column you're hovering is highlighted.
Drop it. The card lands in the new column straight away (showing a brief "Saving" badge), and a "Moved to <stage>" message confirms the change.

On a touchscreen, press and hold a card for a moment before dragging (a quick swipe still scrolls the board).

Stage dropdown (no dragging):

Find the contact's card in its current column.
On the card, click the small stage dropdown (it shows the current stage).
Choose the new stage from the list — the card moves immediately.

Reorder cards within a stage

You can also drag a card up or down within its own column to set the order you want to work people in — drop it where you like and that order is saved, so it's still there next time you open the board.

Add a contact to a stage

You can drop an existing contact into a stage without dragging:

Click + Add contact at the top of any column (or, in an empty column, click the "No contacts — click to add one" panel).
A search box opens listing your other contacts, each tagged with its current stage.
Start typing a name and pick one — it moves into that stage right away.

Open a contact

Click the contact's name on any card to open their full contact detail page, where you can log interactions, add quotes and more.

What each screen shows

Page heading — "Pipeline" with a one-line reminder of what the board is for.
Five columns — Leads, Requests, Active clients, Inactive, Lost — each with a count badge.
Contact cards — name, business, source, estimated value, a drag handle and the stage dropdown.
Empty columns — a column with no contacts shows a "No contacts — click to add one" panel; click it to pick a contact for that stage. While you're dragging a card, that panel reads "Drop here".
Add contact — a "+ Add contact" link at the top of every column opens the same picker.
Empty board — if you have no contacts at all, you'll see a panel reading "Your pipeline is empty" inviting you to add contacts and move them through the stages.

Tips & good to know

Moving a contact here changes the same status field you'd set on the contact form or in bulk on the Contacts list — it's all one value, just shown differently.
Use estimated value on each contact so the board doubles as a rough forecast of what's in your pipeline.
The board shows all your contacts grouped by stage; for searching, sorting and filtering, use the Contacts list instead.
Keeping the board tidy (moving won jobs to Active clients, dead leads to Lost) keeps your funnel honest.

Troubleshooting

My change didn't stick / an error appeared — the move failed to save (often a brief connection issue). The card snaps back to where it was and an error message shows; try again.
A contact is in the wrong column — drag it across, or use its stage dropdown to move it; there's no separate "save" step.
Dragging won't start — make a small movement to pick the card up (a tiny nudge is needed so plain clicks still open links). On a touchscreen, press and hold for a moment first.
The board is empty — you have no contacts yet. Add some from the Contacts list and they'll appear here.

Pipeline