> ## Documentation Index
> Fetch the complete documentation index at: https://terrascout.ai/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Lead Pipeline

> Track leads through your acquisition workflow

<Frame>
  <img src="https://cdn.ploti.ai/static/lead-pipeline.webp" alt="Lead Pipeline" />
</Frame>

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.

## Pipeline Stages

<Steps>
  <Step title="New">
    A freshly created lead. You've identified an opportunity but haven't taken action yet.
  </Step>

  <Step title="Contacted">
    You've reached out to the owner or their representative. Waiting for response or in initial discussions.
  </Step>

  <Step title="Qualified">
    The opportunity is real and worth pursuing. Owner is interested, property meets criteria.
  </Step>

  <Step title="Negotiating">
    Active discussions on terms. Working toward agreement on price and conditions.
  </Step>

  <Step title="Under Contract">
    Agreement reached and contract signed. Deal is committed pending due diligence and closing.
  </Step>

  <Step title="Due Diligence">
    Performing inspections, title review, environmental assessments, and other verification.
  </Step>

  <Step title="Closed Won">
    Deal completed successfully. Property acquired.
  </Step>

  <Step title="Closed Lost">
    Deal did not complete. Owner declined, deal fell through, or you walked away.
  </Step>
</Steps>

### 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

## 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.

## 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

## Pipeline Views

### 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)

### 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

## 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.

## Best Practices

<CardGroup cols={2}>
  <Card title="Update Promptly" icon="clock">
    Update status immediately when things change to keep pipeline accurate.
  </Card>

  <Card title="Use On Hold Wisely" icon="pause">
    Don't let On Hold become a dumping ground—review regularly.
  </Card>

  <Card title="Add Context" icon="comment">
    Add a comment when changing status to explain why.
  </Card>

  <Card title="Review Pipeline Weekly" icon="calendar-week">
    Regular pipeline reviews help identify stuck deals and opportunities.
  </Card>
</CardGroup>