Pipeline Overview
The Kanban board
The Convertly CRM pipeline is a Kanban board located at /dashboard. Each column represents a stage in your sales process. Each card is a lead.
Navigating the board
- Scroll horizontally to see all stages
- Click a lead card to open the detail page
- Drag and drop cards between columns to change their stage
- Use the search bar at the top to filter by lead name, email, or phone
- Use the filter button to filter by assignee, source, or date range
Sales stages
Your pipeline uses a standard set of stages. Contact support if you need stages adjusted for your workflow.
Default stages:
| Stage | What it means |
|---|---|
| New | Lead just came in, not yet contacted |
| Contacted | First outreach made (call, email, or text) |
| Qualified | Lead has been assessed and is a real opportunity |
| Proposal Sent | Pricing or proposal delivered |
| Closed Won | Deal closed — triggers attribution events |
| Closed Lost | Opportunity is dead |
Adding leads to the pipeline
Leads enter the pipeline through:
- Form submissions — when a visitor submits a Convertly-embedded form
- Manual creation — click + New Lead from the board or list view
- Import — bulk CSV import (see Lead Import)
- Meta Lead Form webhook — if you have Meta lead gen ads connected
All new leads default to the New stage unless otherwise specified.
Viewing the pipeline
You can switch between two views:
- Kanban — the default card-based column view
- List — a sortable table view at
/dashboard/leads
Both views are filtered by the same criteria. Your view preference is saved per session.
Stage limits and performance
There are no hard limits on the number of stages you can create. However, for pipeline clarity, most teams work best with 5–8 stages. Having too many stages can fragment data and make reporting less useful.
Conversion stage
The Closed Won stage is the conversion trigger — when a lead reaches this stage, Convertly automatically dispatches offline conversion events to Google Ads and Meta. Go to Settings → Ads Attribution to confirm your conversion credentials are connected.