Help centre / Clients and pipeline

Moving clients through the pipeline

Enquiry, quoted, booked and paid in full.

The pipeline shows every client in one of four stages: Enquiry, Quoted, Booked and Paid in full.

Change a client's stage from the selector on their card. The dashboard counts update straight away.

Suggested use

• Add a client as an enquiry the moment they message you.
• Move them to quoted once you have sent a price.
• Booked means a deposit or first instalment is agreed.
• Paid in full is set when the last instalment is recorded.

Still stuck? Email hello@ahmadzunair.online.