Setting up your lead pipeline

Nine stages, one source of truth, no leads slipping through the cracks.

The Pipeline tab is where every deal lives — from the first phone call to the signed contract or the polite no. V104 ships with nine stages built around how contractors actually work, not how a generic CRM thinks you work.

The 9 stages

1. New Lead just came in. No contact made yet.

2. Followed Up First outreach sent — call, text, or email.

3. Connected You've spoken with a real human. Project is real.

4. Meeting Scheduled Walkthrough, site visit, or call on the calendar.

5. Estimate Sent Bid is in their hands. Ball is in their court.

6. Won Signed and scheduled. Moves to Job Cockpit.

7. Lost They went with another bid or pulled the project.

8. Snoozed Real lead, wrong timing. Re-engage later.

9. Archived Junk leads, duplicates, dead ends.

When to move a lead

Move leads as the conversation moves. The pipeline only works as a forecasting tool if it reflects reality. Drag-and-drop on desktop, or use the stage dropdown on mobile. V104 timestamps every move so you can see how long a deal sat at each step.

Filtering and views

Filter by manager (if you have multiple PMs), source (Referral, Web, Repeat, Cold), or tag (203K, Insurance, Cash). Stack filters to find what you need — for example, all 203K leads in Estimate Sent from the last 30 days.

Total Pipeline Value

The header shows live Total Pipeline Value: the sum of every active lead's estimated project size, weighted by stage. Don't confuse this with revenue — it's a forecasting signal. Watch it weekly. If it shrinks, you have a top-of-funnel problem.

Aging badges

V104 flags leads that have sat too long. A yellow badge means a lead has been in the same stage for 7+ days. Red means 14+. These are the leads you should call today.

Stale leads are dead leads. Work the red badges before you work the inbox.

Setting up your lead pipeline

The 9 stages

When to move a lead

Filtering and views

Total Pipeline Value

Aging badges

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