Pipeline

​

Overview

The Pipeline is your working view of every open quote — organized into stages so you always know what needs attention next. Each card is a quote (a contact with multiple quotes appears once per quote), and cards move through the pipeline as you work them from new inquiry to booked. The board shows open quotes from the last 90 days. A booking-rate chip in the header shows your conversion over the same window and links to Reports for the full breakdown.

​

Stages

Quotes move through four groups:

• New inquiry — quote requests that haven’t been sent yet
• Quote sent — quotes delivered to the client, awaiting a decision
• Booked — quotes the client accepted
• Lost — quotes you’ve closed out

New inquiry and Quote sent appear as columns on the board. Booked and Lost are managed for you — quotes land there automatically when a client books or when you mark a quote as lost. Flip on Show booked and lost in the header (desktop only) to add them as read-only columns on the right of the board. Each outcome column is scoped to the past 90 days by when the quote was resolved (booked or marked lost), independent of the main board’s window, and loads 25 quotes at a time with an explicit Load N more button. You can also review booked quotes on the Bookings page. Each column shows its card count and total quote value, so you can read the health of your pipeline at a glance.

​

Moving quotes

Drag a card to move it between stages within the same group. Quotes advance between groups on their own — sending a quote moves it to Quote sent, and a booking moves it to Booked — so the board always reflects reality. While dragging, a Mark as lost drop zone appears at the bottom of the screen. Drop a card there to close it out with an optional reason — Price, Date unavailable, Went silent, Chose someone else, or Other. Lost quotes are never deleted; find them anytime under the Lost filter.

​

Custom stages

Click Edit stages to tailor the board to how you actually work — for example, splitting Quote sent into “In revision” and “Verbal yes.”

• Add, rename, reorder, and delete stages within New inquiry and Quote sent
• Deleting a stage prompts you to pick a destination for its quotes
• Booked and Lost are managed for you and can’t be customized

On the free plan, quotes stay organized in the default stages; you can rename them, but adding stages requires Plus.

​

Quote cards

Each card surfaces what you need to decide your next move:

• Contact name and owner avatar (click the avatar to reassign)
• Event summary — event type and date
• Quote total — including service charges, discounts, and tax
• Latest activity — “Sent 3 days ago,” “Emailed…” — the line turns amber, then red, as a quote sits idle so follow-ups don’t slip
• Engagement icons — email opens, quote views, and Book Now clicks
• A 🔥 flame marks hot quotes — the client engaged in the last 24 hours, so strike while the interest is fresh
• An Expired badge when the quote has passed its expiration date

Use the menu on any card to send the quote, mark it as sent, open it, change the owner, move it to another stage, or mark it as lost — without leaving the board.

​

Board and list views

Toggle between the kanban Board and a List view from the header — your choice is remembered. The list shows Contact, Event, Stage, Quote, Latest activity, Engagement, and Owner columns, which is handy for scanning a large pipeline or sorting by a single column.

​

Sorting and filtering

Sort the pipeline by:

• Needs attention (default) — most urgent first
• Event date — soonest first
• Quote value — highest first
• Created — newest first

​

Filters

Click the dashed Filter button to add a filter. Once one is applied, the button becomes Add filter and each active filter shows as a pill you can click to edit or remove with the ×. Filters combine, so adding more narrows the board further. Available dimensions:

• Quote date — when the quote was created
• Event date — when the event happens
• Source — where the lead came from
• Event type
• Location — shown when your company has more than one
• Owner — shown when you can filter by owner

Quote date and Event date are independent filters. Each names its own date in its pill, and you can apply either, both, or neither at the same time — for example, “Quote date: last 30 days” plus “Event date: next 3 months” to focus on recent quotes for upcoming events. Need this data in a spreadsheet? Click Export CSV in the top right of the header to download your quotes — filters and sort carry over. See Export Quotes to CSV.

​

Creating quotes

Click New quote to start a quote from the Pipeline. Pick an existing contact or create a new one, choose an event type (required — it drives pricing and quote defaults), then build the quote. Nothing is saved until you finish, so you can back out cleanly. See Creating Quotes for the full quoting guide.

​

Next steps

• Manage your contacts
• Create quotes
• Send quotes
• Track performance in Reports