3 min guideUpdated August 2026App review required

Manage the lead pipeline

Keep accepted lead candidates, pipeline stages, estimated value and follow-up timing visible through draft quote conversion.

Best forOwner / Admin · Sales · Project Management / Production
Before you beginUse a representative record and confirm you have the permissions required for this area.

Step by step

  1. Open Leads from the Sales workspace.
  2. Select an existing lead, or choose New with Fitch, describe the enquiry, prepare it for review, and choose Accept lead.
  3. Open the lead. Use Internal Notes for the opportunity summary, then set Estimated value and Next follow-up in CRM pipeline controls.
  4. Update Pipeline stage after a meaningful sales event and save the pipeline changes.
  5. Choose Start Quote, review the draft details, and choose Start Draft Quote. Create a job only after the quote has been issued and accepted.

Good practice

Pair every next follow-up date with a clear note describing the action and owner.

Screen reference

What you will see

SignBas3 lead pipeline using synthetic demonstration opportunities
Keep the owner, next action and customer context current so the lead can become a structured quote without re-keying the story.

Screens show the synthetic BrightLine demonstration workspace. Your records, permissions and configuration will change the details you see.

If your workspace behaves differently, record the relevant job, client or record number and raise a support ticket so the team can investigate the exact context.