What it does

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

Where to find it

In the top header, click Clients ▾ then Pipeline.

URL: /dashboard/pipeline

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.

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.

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 change saves immediately — a "Moved to <stage>" message appears and the card jumps to the new column.

You don't drag cards; you simply pick the new stage from the dropdown on each card.

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

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 and the stage dropdown.
Empty columns — a column with no contacts shows a dashed "No contacts" placeholder.
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.

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.

My change didn't stick / an error appeared — the move failed to save (often a brief connection issue). The card stays put and an error message shows; try the dropdown again.
A contact is in the wrong column — just use its stage dropdown to move it; there's no separate "save" step.
The board is empty — you have no contacts yet. Add some from the Contacts list and they'll appear here.