Skip to main content
Pipelines give you a visual, drag-and-drop view of every deal in flight, so you always know which leads need attention and how much revenue is on the line. Each pipeline is a board of columns (stages) that a lead moves through from first contact to a closed job.

​
Pipelines and stages

A pipeline represents a workflow, and each stage is a column on the board. A typical home-service pipeline moves a card left to right as the deal progresses, for example:
1

New lead

A fresh inquiry from a call, text, email, web form, or Facebook/Instagram message lands here automatically.
2

Contacted

You or your AI receptionist has reached out and started a conversation.
3

Quote sent

A quote or estimate has gone out for the customer to review and e-sign.
4

Won

The customer approved the work. The deal is closed and ready to schedule as a job.
You can rename stages, reorder them, and add or remove columns to match how your business actually sells. Cards on the board show the contact, the deal value, and the time spent in the current stage so stalled deals are easy to spot.
Keep your stage list short and action-oriented. Five to seven stages is plenty for most home-service businesses, and fewer stages means cleaner forecasting.

​
Moving cards through stages

To advance a deal, drag its card from one stage to the next, or open the card and update the stage from the lead’s detail view. Moving a card is what drives the rest of the platform:
  • Entering a stage can trigger an automation, such as sending a follow-up text or assigning a task.
  • Marking a deal Won lets you turn it into a job for scheduling and dispatch.
  • Activity, notes, and tasks stay attached to the card as it moves, so history follows the deal.
New leads from your unified inbox and web forms drop into the first stage of your default pipeline automatically, so nothing slips through the cracks.

​
Multiple pipelines for different workflows

Not every deal follows the same path. You can create separate pipelines for distinct workflows and assign each lead to the right one. Common setups include:
  • Sales pipeline for new customer acquisition.
  • Maintenance or membership pipeline for recurring service agreements.
  • Estimate-to-install pipeline for larger projects like roofing or HVAC system replacements.
Each pipeline has its own independent stages and reporting, so a quick repair lead never gets measured against a months-long install project. Switch between pipelines from the board view to focus on one workflow at a time.

​
Forecasting with your pipeline

Because every card carries a deal value and a stage, your pipeline doubles as a revenue forecast. Use it to answer two questions: how much is in play, and how likely is it to close.
  • Pipeline value: the total dollar amount of open deals, broken down by stage, shows what is in your pipeline right now.
  • Weighted forecast: later stages are closer to closing, so deals in Quote sent or Won are stronger predictors of near-term revenue than deals still in New lead.
Pair the board with pipeline reports to see conversion rates between stages, average time-to-close, and where deals tend to stall, so you can coach your team and prioritize follow-ups.
Forecasts are only as accurate as your data. Keep deal values updated and move cards promptly when a stage changes, or your numbers will drift.

​
Frequently asked questions

Move it to a lost or closed stage (or mark it lost on the card). The deal stays in your records for reporting and stops counting toward your open forecast.
Yes. Open the lead and reassign it to a different pipeline. It will land in that pipeline’s first stage.
Pipeline structure is shared across your team. If you need help configuring stages or migrating data, contact Infinite Rankers LLC at contact@infiniterankers.io.

​
Next steps

Leads

Capture and qualify the leads that flow into your pipeline.

Quotes & estimates

Send approvable, e-signable quotes to advance deals toward Won.

Automations

Trigger follow-ups and tasks automatically as deals change stage.