Sales pipeline

Lead Pipeline

Track every roofing lead from first contact to closed job.

Tip: drag cards between stages to simulate movement.
New
1
Fresh inbound leads
Qualified
1
High intent opportunities
Contacted
0
Actively being worked
Booked
0
Appointments scheduled
Closed
0
Won jobs
Pipeline Value
$6,000
Estimated revenue in motion (replacement 18k, repair 3.5k, inspection 750)
New
Needs qualification
1
Unknown Prospect
8254494924
Low
Unspecified Insurance: Unknown
Stage New
Est. Value $2,500
Last Activity 2026-04-23 12:01 AM
Next Action Qualify now
Qualified
Strong fit / high intent
1
Ahmed
+18254494924
Low
Repair Insurance: Unknown
Stage Qualified
Est. Value $3,500
Last Activity 2026-04-23 12:02 AM
Next Action Call immediately
Contacted
Follow-up in progress
0
—
No leads
Nothing in this stage right now.
Booked
Estimate or inspection set
0
—
No leads
Nothing in this stage right now.
Closed
Won revenue
0
—
No leads
Nothing in this stage right now.
Lost
Did not convert
0
—
No leads
Nothing in this stage right now.