Formitize User Guide

Overview | Lead Pipeline 6

• Sales Pipeline Overview
• What is the Kanban View?
• How do I move a lead to another stage?
• What are Lead Outcomes?
• What does “Show on Drag” do?

View all 6

FAQs 14

• What is a Lead Pipeline?
• How do I add a new Lead?
• How do I edit Leads?
• How do I delete a Lead?
• How do I convert a Lead to a Quote, Invoice or Job?

View all 14