Lead Pipeline

Ploti’s lead pipeline helps you track opportunities from initial discovery through closing. Visual status indicators make it easy to see where each deal stands at a glance.

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Pipeline Stages

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On Hold

Any lead can be placed On Hold regardless of its current stage. Use this when:

• Waiting for external factors (zoning decisions, market conditions)
• Owner needs time to consider
• Your team’s bandwidth is limited
• Seasonal factors affect timing

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Updating Status

1. Open the lead
2. Click the Status field
3. Select the new status
4. Status change is saved immediately and tracked in activity

Or update status directly from the leads list view without opening the full lead.

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Priority Levels

Combine status with priority to focus your team’s efforts:

• Critical - Needs immediate attention
• High - Important, work actively
• Medium - Standard priority
• Low - Track but not urgent

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Pipeline Views

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Grouped by Status

View your leads grouped by pipeline stage:

1. Go to your leads list
2. Set Group by to Status
3. See all leads organized by their current stage
4. Drag leads between groups to update status (if enabled)

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Filtered by Status

Focus on specific stages:

1. Add a filter for Status
2. Select one or more stages
3. View only leads in those stages

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Activity Tracking

Every status change is recorded:

• Who made the change
• When it occurred
• Previous status
• New status

This creates a complete timeline of how each lead progressed through your pipeline.

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Best Practices