Pipeline Management: Visualize Your Sales Process

A pipeline represents your sales process as a series of stages that leads move through. For example: New Lead, Qualified, Proposal Sent, Negotiating, Won, Lost. MyFBleads displays pipelines as Kanban boards for visual tracking.

You can create multiple pipelines for different products, services, or lead types. For example, one pipeline for coaching clients and another for course buyers. Each pipeline has its own stages and leads.

In the dashboard Kanban view, drag and drop leads between stage columns. You can also click on a lead and change their stage in the detail panel. Moving stages can trigger automation rules if configured.

Yes. Create your own stages with custom names that match your sales process. Add emoji icons for visual distinction. Common stages include Discovery, Demo Scheduled, Proposal Sent, and Closed Won.

Pipelines include Won and Lost stages by default. When you move a lead to Won or Lost, automation rules can trigger to send notifications, update records, or sync to other systems. This tracks your conversion rate.

Yes. Each stage can hold unlimited leads. This lets you see at a glance how many prospects are at each point in your process. Focus on stages with many leads to identify bottlenecks.

When viewing a lead on Facebook, you see their current pipeline and stage displayed in the MyFBleads overlay. You can change stages directly from Facebook without opening the dashboard.

The dashboard shows leads by stage, conversion rates between stages, and pipeline velocity. Filter by date range to see how your sales process performs over time.