Improved
CRMLeads Move Through Your Pipeline Automatically
Your pipeline now comes with rules that move leads to Contacted when you reach out, Replied when they answer, and on to Qualified, Meeting Booked and Proposal as things progress.
Why it matters
Most pipelines only moved when someone updated each lead by hand, so the stages rarely matched what was really happening.
- A new Replied stage sits right after Contacted
- Out of office replies never move a lead
- Positive replies, booked meetings, sent proposals and signed proposals each move the lead forward
- Change or turn off any rule in your pipeline settings