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Pipeline Board
New Lead
0
Qualified
0
Proposal Sent
0
Negotiating
0
Won
0
Recent Activity - All Leads
Enter Deal Value

Now that this lead is , do you have an estimated deal value? This helps with pipeline forecasting.

Add New Lead
⚠ Possible duplicate - this company already has an active lead:
Click a lead to view it, or continue adding if this is a different contact.
Brightpearl Contact Found
⚠ Please check the details below are still correct - email and address may have changed.
Add to Lead Inbox

Drop in whatever you have — even just an email or a website. Fill in the rest later, or let Lucy qualify it when she gets to it.

Lead
Mark as Won
Brightpearl Confirmation Required
Before marking this deal as won, confirm the contact has been created or updated in Brightpearl so the account is ready for order processing.
£
Mark as Lost
Why was this lead lost?
Recording the reason helps identify patterns and improve future conversion rates.
Moving Stage Back
Moving from back to .
Order Received — Enter Value

Enter the value of this order.

Mark Order as Won
Order complete?

Confirm the final order value and mark this as won. The customer's last activity will be updated.

Schedule Check-in
Quick Note
Add Existing Customer

This adds an existing customer directly to your Customer List, bypassing the sales pipeline. Use this for customers you already trade with.

Brightpearl Contact Found
⚠ Please check the details below are still correct - email and address may have changed.
BP Order History (raw)

    

    

  







  

    
Follow-up Still Open

    

      

        
Log an outcome first

        
You already have a  scheduled for .

      

      
Log an activity with an outcome below to close this follow-up, then schedule your next one. This keeps your activity history accurate.