Managing Opportunities

Keep your pipeline organized with a drag-and-drop board, customizable stages, and focused tabs for urgent and scheduled items.

Overview

The Opportunities page gives you a full view of where every qualified lead stands. You can move contacts between stages, act on urgent items, and keep your scheduled callbacks on track — all from a single workspace.

How It Works

Pipeline board view

The main pipeline view displays your opportunities as cards arranged in columns. Each column represents a stage in your process. You can:

• Drag and drop cards between columns to update a lead's stage instantly.
• Click a card to open the full opportunity detail, where you can add notes, view call history, and schedule a follow-up.
• Customize stage names to match your workflow — rename any column to fit how your team thinks about leads.

Action Required tab

The Action Required tab is a filtered list — not the full board — focused entirely on leads that need something from you today:

• Urgent callbacks — contacts who requested a callback and are due now or overdue.
• Newly interested leads — contacts your AI agent just flagged as interested and haven't been touched yet.
• Overdue items — any opportunity that had a scheduled action that wasn't completed on time.

Work through this list top to bottom to make sure no lead is left waiting.

Scheduled tab

The Scheduled tab shows every opportunity that has a future callback or follow-up date assigned. Use this tab to:

• See what's coming up today, tomorrow, or this week.
• Reschedule items if your availability changes.
• Confirm that callbacks are spaced out and not all clustered at once.

Tips & Best Practices

• Keep the number of stages small — five to seven is usually enough. Too many stages creates friction and leads get lost.
• Use the Action Required tab as your daily opening routine rather than scrolling the full board. It surfaces the highest-priority items automatically.
• When you open a card, leave a brief note after each interaction. A single sentence ("Left voicemail, call back Thursday") saves a lot of mental overhead next time.
• If a lead goes quiet after a callback, don't leave them in an active stage. Move them to a "Nurture" or "Closed Lost" column so your active pipeline stays meaningful.