Visualise Your Sales Process with Drag-and-Drop Lead Pipelines

A week later, you think: “Did I follow up with that one?”

And just like that, a potential sale slips through the cracks.

If you’re managing leads in your inbox, head, or a cluttered spreadsheet, you’re flying blind.

The solution? Lead Pipelines in the Infinity3 Platform — a simple, visual way to track every opportunity from first contact to paid customer.

What Is a Lead Pipeline?

A Pipeline is a visual board that shows where each contact is in your sales process.

It’s made up of columns (called stages) that represent steps like:

• New Lead
• Contacted
• Quote Sent
• Follow-Up Needed
• Won
• Lost

Each lead appears as a “card” that you can drag and drop between stages as they progress.

Think of it like a digital whiteboard — but smarter, automated, and always up to date.

Why It’s So Useful

✅ Never forget to follow up
✅ Prioritise leads who are close to buying
✅ Spot bottlenecks in your sales process
✅ Forecast future business more accurately
✅ Keep your team aligned (or just yourself, if you’re solo)

You’ll always know exactly where things stand — and what to do next.

How to Set Up Your First Pipeline

1. Open the Pipelines Area

Go to “Opportunities” in the CRM section and click “Create New Pipeline”.

2. Define Your Stages

Set up each step of your process. Common examples:

• New Lead
• Discovery Call Booked
• Quote/Proposal Sent
• Follow-Up
• Won
• Lost

You can customise this based on your workflow — and create different pipelines for different services.

3. Add or Tag Leads

You can manually add leads or trigger them to appear in a pipeline automatically:

• From a form submission
• After a booking
• When a tag is applied (e.g. New Web Design Enquiry)

4. Track Progress

Move each lead card from stage to stage as they move forward — and add notes, values, tags or tasks along the way.

5. Use Filters

Sort by assigned team member, date added, value, or service type to focus your follow-up efforts.

Pipeline Use Cases

✅ Driving instructors track pupils from first enquiry to test pass
✅ Coaches manage clients from free discovery call to programme start
✅ Designers monitor projects from quote to launch
✅ Local businesses handle high volumes of small enquiries
✅ Agencies manage proposal stages and recurring work

Tips to Optimise Your Pipeline

• Assign estimated values to each lead to forecast revenue
• Add reminders or tasks to stay on top of follow-ups
• Mark leads as “Won” or “Lost” to track conversion rates
• Use different pipelines for different services or campaigns
• Review your pipeline weekly — clear out stale leads or re-engage them

Wrapping Up

Lead Pipelines give you clarity, focus, and control. Instead of wondering where things are, you’ll know — visually — which leads are hot, which need chasing, and which are ready to close.

If you’ve been managing sales through guesswork, email folders, or a messy spreadsheet, this one change could transform your workflow.

Set up your first pipeline today — and never lose track of a lead again.