Lead Pipelines should depict your sales opportunity process using statuses as the different stages of the process. Please note that you can have multiple Lead Pipelines if you have more than one sales opportunity process.

A Lead Pipeline will include a series of statuses sequenced in a particular order that the sales opportunity should experience. For example your first status may be 'Enquiry' & the next would be 'Meeting Booked', then finally having either 'Sold' or 'Lost' as your closing status within the Pipeline. 

When creating your new Lead record, you can choose the appropriate Lead Pipeline from the 'Pipeline' drop down. This will then automatically set the new Lead record to the first status within the Pipeline, which in this example is 'Enquiry'. To help you identify the sequence of the statuses within the Pipeline, they're numbered.

If you click create once you're happy with the information entered for your new Lead record, you will be able to see exactly which stage this Lead is in within the Pipeline. Along the top of the Lead record, you can see all the statuses included within the Lead Pipeline. Please note that some of these statuses may require a recall. 

To move the Lead through the Pipeline, you just need to change the Lead status from the 'Current Status' drop down. Please note that you can go back to a previous status if required. 

If you have administrator rights & would like to configure your Lead Pipelines please see the Admin User - Configure Lead Pipelines article. 

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