Managing Your Sales Pipeline: A Complete Guide
Your sales pipeline is the visual representation of where every lead stands in your sales process. LeadLock AI gives you a drag-and-drop pipeline with AI lead scores, automatic follow-ups, and task management—so nothing falls through the cracks and your team always knows what to do next.
Pipeline stages
LeadLock AI comes with six default stages that map to a typical sales process. You move leads between stages by dragging them in the Pipeline view or by updating their status.
- ✅New — just captured, not yet contacted
- ✅Contacted — you've reached out (SMS, email, or call)
- ✅Qualified — the lead has a real need, budget, and timeline
- ✅Booked — meeting or demo is scheduled
- ✅Closed Won — deal is closed and revenue is counted
- ✅Lost — lead declined or went with a competitor
Moving leads through the pipeline
In the Pipeline view, drag a lead card from one stage to another. The status updates instantly in the database, the lead timeline logs the change, and any automations tied to that status fire automatically.
- Open CRM → Pipeline
- Find the lead card in its current stage
- Drag it to the new stage column
- The status updates, timeline logs it, and automations fire
AI lead scores on pipeline cards
Every pipeline card shows an AI score badge. Green (65+) means high intent, amber (35–64) means medium, gray (<35) means low. This helps your team prioritize at a glance—focus on the green leads first.
Tasks and follow-ups
Every lead can have tasks with due dates and priorities. From the Tasks page or a lead's detail page, create tasks like 'Call back tomorrow at 10am' or 'Send proposal by Friday.' The task appears in the lead timeline and in your task list.
- ✅Create tasks from lead detail or Tasks page
- ✅Set due date and priority (low, medium, high)
- ✅Tasks linked to leads for full context
- ✅Follow-up dates on leads with overdue indicators
Quotes in the pipeline
When a lead reaches 'Qualified' or 'Booked,' create a quote from CRM → Quotes. Link it to the lead and the quote appears in their profile. When the quote is accepted, move the lead to 'Closed Won' and the revenue shows in your analytics.
- ✅Create quotes with line items, tax, and discounts
- ✅Link quotes to leads for full context
- ✅Track: draft → sent → accepted → revenue counted
Organize your pipeline today
Open Pipeline in your CRM, review your leads, and start moving deals forward.