Understanding the Pipeline View
The pipeline view gives you a clear overview of all your leads and their current status.
Accessing the Pipeline
Click Submissions in the sidebar to see your leads. Use the tabs to filter:
- All — Every submission
- Leads — Pre-booking submissions
- Intakes — Post-booking submissions
Pipeline Columns
Each submission shows:
Sorting & Filtering
- Click column headers to sort
- Use search to find specific leads
- Filter by status to focus on specific stages
- Filter by date to see recent submissions
Color-Coded Scores
AI scores are color-coded for quick scanning:
- 🟢 80-100 — Hot lead, immediate attention
- 🟡 60-79 — Warm lead, follow up soon
- 🟠 40-59 — Medium priority
- 🔴 0-39 — Lower priority
Viewing Lead Details
Click any row to open the full submission details:
- All form responses
- AI-generated summary
- Notes and activity history
- Status change options
Quick Actions
From the pipeline view, you can:
- Change status via dropdown
- Add quick notes
- Set reminders
- Export to CSV
Pro Tip: Check your pipeline daily and focus on high-scoring leads first.