If you’ve ever lost a lead because you forgot to follow up—or didn’t know where they stood in your process—you’re not alone. That’s why pipelines are your secret weapon inside Agent CRM.

Pipelines give you a visual dashboard of every lead’s journey, showing you exactly where they are, what’s next, and which message is going out—without you lifting a finger.

🔍 Why Pipelines Matter

With Agent CRM’s pipeline feature, you can:

• See every lead’s status at a glance

• Drag-and-drop contacts between stages

• Automatically trigger the right automation at the right time

• Focus your time where it matters most

• Never miss a follow-up again

🔄 Step-by-Step: Track and Manage Leads with Pipelines

• Step 1: Go to Opportunities > Pipelines

Head to Opportunities in the left-hand menu, then select your pipeline.
You’ll see stages like:

• New Lead

• Appointment Set

• No Show

• Appointment Complete

• Sale Made

Each stage reflects a key part of your sales process.

• Step 2: Watch Automations in Action

Move a lead’s card from one stage to the next and watch the magic happen.

For example:

• Drag a contact to No Contact → triggers a follow-up text/email

• Move them to Appointment Set → sends confirmation messages

• Drop them into Sale Made → launches your sales follow-up sequence

No more remembering which text to send—Agent CRM handles it for you.

• Step 3: Engage Leads Visually

This isn’t just a report—it’s your command center.
You can:

• Collapse or expand stages to focus on what matters

• Drag-and-drop cards to trigger next steps

• Sort by tag, time, or last activity to prioritize follow-up

• Step 4: Align With Your Automations

Every pipeline stage is color-coded and numbered to match your automation workflows:

• 2.0 🟣 New Lead Campaign

• 4.0 🟢 Sale Made Pipeline Stage

• 5.0 ⚫ Referral Request Workflow

So you always know what’s being sent and why.

• Step 5: Test It Yourself

Add yourself as a contact and walk through the pipeline stages.
You’ll:

• Get the same texts and emails your leads would receive

• Experience the full automation from the client’s perspective

• Catch any edits or tweaks you might want to make

🎥 Want a Full Walkthrough?

Head to your Activator tab > Phase 2, and watch:
👉 “Use Pipelines to Track Leads“
This hands-on video will guide you through setup, automation mapping, and best practices.

✨ Pro Tip:

Use your pipeline as your daily dashboard.
Each morning, check the columns with the most contacts and focus on moving leads one stage closer to “Sale Made.”

Ready to take full control of your lead flow?

👉 Start your 14-day free trial and start using pipelines to track, engage, and convert more leads—automatically.