Sales Pipeline: see every lead from first enquiry to won job

Your leads page told you a lead existed. It didn't show you where each deal sat, what it was worth or what happened after you quoted it. This release adds all three: a pipeline board for working your deals, attribution that shows where every lead came from and a full record of what each one turned into.

The Pipeline board

Find Pipeline in your sidebar. Every open lead is a card in a column, and you drag it forward as the deal progresses.

• Your stages, your process. Add your own stages in Settings → Leads → Pipeline stages. Rename, reorder and colour them to match how you actually sell.
• Deal values everywhere. Each card shows what the lead is worth based on its quotes, and every column shows a running total. When a quote offers options, the value shows as an estimate with a ~.
• Cooledge moves cards for you. Create a quote and the lead jumps ahead automatically. When a quote is accepted or an invoice is paid, the deal is marked won.
• Won and Lost at a glance. Chips above the board show the deals won and lost in the past 30 days, with counts and values.
• Work the hot ones first. Flag a lead as Hot, filter by enquiry type or tag and see how long each card has been sitting in its stage.
• Mark lost with a reason. Price, timing, went elsewhere or your own words, so you learn why deals slip away.
• On mobile too. Update a lead's stage straight from the lead screen in the mobile app.

Know where every lead came from

• Form and landing page on every lead. The Attribution card now names the exact form and landing page that captured each lead, alongside channel and campaign.
• Tags on leads. Your customer tags now show on leads too. Tag someone "repeat customer" once and it appears on every enquiry they send. Filter the leads list by tag.
• A sharper leads list. A new Filters popover adds enquiry type, hot, tag, form and channel filters, and the list columns are now sortable.
• Reporting that closes the loop. See leads, quotes and wins per form, plus view to lead conversion per landing page, so you know which marketing actually pays.
• For developers. Lead webhooks and the API now include attribution, form and landing page details on every lead.

See what every lead turned into

• Quotes, jobs and invoices on the lead. Lead detail now has one card listing every quote, job and invoice the lead produced, with the same deal value the board shows.
• Job quotes count too. Quotes created from a job now link back to the lead automatically. Accept one and the lead is marked won on the spot, no waiting for the invoice.