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Leads PipelinePipeline Overview

Leads Pipeline

Turn website visitors into paying customers. The Leads Pipeline gives you a visual board to track every opportunity from first contact to paid invoice.

Pro Feature

What You’ll Learn

  • How the leads pipeline works
  • Managing leads through stages
  • Converting leads to estimates and clients
  • Automating follow-ups

Why Track Leads?

Every missed lead is money left on the table. With Tallie’s pipeline:

  • Never forget a lead - All inquiries land in one place
  • Stay organized - Kanban board shows every opportunity at a glance
  • Move faster - One-click conversion to estimates
  • Close more deals - Automated follow-ups keep you top of mind

Getting Started

Navigate to Pipeline in the sidebar (under Growth). You’ll see a kanban board with customizable stages.

Default Stages

Tallie sets up default stages to get you started:

StageWhat It Means
NewFresh leads that just came in
ContactedYou’ve reached out
QualifiedGood fit, ready for an estimate
QuotedEstimate sent, awaiting response
WonDeal closed, ready to invoice
LostDidn’t work out this time

Customizing Stages

Make the pipeline match your sales process:

  1. Click Add Stage to create new columns
  2. Drag stages to reorder them
  3. Rename stages by clicking the title
  4. Delete unused stages from the stage menu

Adding Leads

Leads can come from several sources:

Manual Entry

  1. Click Add Lead in any column
  2. Fill in the contact details:
    • Name and contact info
    • Project description
    • Service address
    • Budget (if known)
  3. Click Create Lead

Lead Forms (Embedded)

Install a lead form on your website to capture inquiries automatically:

  1. Go to Lead Capture in the sidebar
  2. Create or customize a form
  3. Copy the embed code
  4. Paste into your website

When visitors submit the form, leads appear in your pipeline automatically.

Lead Sites (Landing Pages)

Create a professional landing page with built-in lead capture:

  1. Go to Website in the sidebar
  2. Build your page with the drag-and-drop editor
  3. Share the link or point your domain to it

Submissions flow directly into your pipeline.

Working with Leads

Moving Leads

Drag and drop leads between stages as they progress:

  • Contacted a lead? Move to Contacted
  • Sent an estimate? Move to Quoted
  • Won the job? Move to Won

Lead Details

Click any lead card to open the detail sidebar:

  • View full contact information
  • Read notes and activity history
  • See attached files
  • Check the project description
  • View email conversations

Adding Notes

Keep track of conversations and next steps:

  1. Open the lead details
  2. Scroll to the Notes section
  3. Click Add Note
  4. Type your update and save

Notes create a timeline of your interactions.

Attaching Files

Add photos, documents, or other files:

  1. Open lead details
  2. Click Add File in the Files section
  3. Upload from your device
  4. Files attach to the lead for reference

Converting Leads

When a lead is ready to become real work:

Convert to Client

  1. Open the lead details
  2. Click Convert to Client
  3. Review and edit the client information
  4. The lead becomes a client in your CRM

Create an Estimate

  1. Open the lead details
  2. Click Create Estimate
  3. Choose AI or manual creation
  4. The estimate links to your new or existing client

Create a Project

  1. Open the lead details
  2. Click Create Project
  3. Enter project details
  4. The project is ready with client info pre-filled

Automation Rules

Let Tallie handle routine tasks automatically:

  1. Navigate to Autopilot in the sidebar
  2. Click Add Rule
  3. Define the trigger and action:

Example rules:

  • When a lead is created → Send welcome email
  • When lead moves to Contacted → Schedule follow-up in 3 days
  • When lead moves to Quoted → Send reminder after 1 week
  • When lead is won → Create project automatically

Automation keeps leads moving even when you’re busy on the job.

Filtering and Searching

Find leads quickly:

  • Search bar - Filter by name, email, or description
  • Stage filter - Click a stage to focus on it
  • Date range - Find leads from specific time periods

Pipeline Stats

Track your performance with key metrics:

  • Total Leads - All leads in the pipeline
  • New This Week - Recent incoming leads
  • Conversion Rate - Leads that become clients
  • Average Deal Size - Typical project value

Use these stats to improve your sales process.

View Modes

Switch between views based on your preference:

  • Board View - Kanban columns (default)
  • List View - Table format for bulk actions

Click the view toggle in the top right to switch.

Mobile Access

The leads pipeline works on mobile devices:

  • Swipe between stages
  • Tap leads to open details
  • Add notes and files on the go

Tips for Managing Leads

  1. Respond quickly - Leads go cold fast. Aim to respond within an hour.
  2. Take notes - Document every conversation while it’s fresh.
  3. Use automation - Set up follow-up reminders so nothing slips through.
  4. Move leads promptly - Keep your board accurate for better forecasting.
  5. Review lost leads - Learn why deals didn’t close to improve your pitch.
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