Slice your leads in Pipeline
You combine lead stages and deal stages to find exactly who you need. Use it for questions like "who is on Quoted with an open deal".
Which plans have this: Pipeline is on every plan, including Free. The Deal row needs deals, which are on Essentials and Intelligence.
Steps
- 01
Open Pipeline under Sales.
- 02
Click one or more chips in the Lead row.
These are your lead stages.
- 03
Click chips in the Deal row.
Only leads that match both rows stay.
- 04
A lost lead shows its lost reason under the stage.
Click any row to open the lead.
Other ways to do this
- Filter your leads and save the filter (WhatsApp Web)
- Use your saved filters (WhatsApp Web)
Questions, answered
How do I filter by lead stage and deal stage together?
Open Pipeline under Sales. Click one or more chips in the Lead row (your lead stages), then chips in the Deal row; only leads that match both rows stay. A lost lead shows its lost reason under the stage, and clicking any row opens the lead.
Why are there no deal stages in Pipeline?
Deals are on the paid plans. An owner or admin can also switch deals off with the Deal Stage switch in Settings, then Lead Fields.
Who sees which contacts in Pipeline?
A rep sees the leads assigned to them. Owners and admins see every lead. A manager sees their team's leads, which means only their own until Syncdo has teams.