WEBVTT

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Open Leads in Pixie CRM and choose the Kanban
view icon The pipeline

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groups lead cards by their saved status giving
your team a visual

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way to review the current stage of each enquiry

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Review the configured columns In this training
workspace New Enquiry

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contains our fictional enquiries and Qualified
Enquiry is empty

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Your own stages depend on the lead statuses
configured for your

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business A lead's stage should reflect its actual
progress

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Open Oliver Hughes to review the saved lead
record Check the company

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enquiry source and current information before
changing its stage

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Close the profile to return to the board This is
a fictional training

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example and no prospect is contacted

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Drag Oliver's card from New Enquiry into
Qualified Enquiry Drop

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it in the destination column and wait for the
card to appear there

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This demonstrates a status change on the board it
does not convert

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the lead into a customer

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Confirm Oliver Hughes appears under Qualified
Enquiry The board

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saves this change automatically so there is no
separate Save button

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for this move Use the appropriate stage for the
work your team has

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actually completed

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Return to list view and confirm the saved row
shows Oliver Hughes

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with Qualified Enquiry as the status and Website
Enquiry as the

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source List and Kanban views show the same
underlying lead records

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Continue with the linked guides for ownership
follow-up and lead

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conversion