[{"data":1,"prerenderedAt":148},["ShallowReactive",2],{"shell":3,"article:pipeline":33},{"mode":4,"siteUrl":5,"commit":6,"generatedAt":7,"counts":8,"searchIndex":13,"menu":14,"popularSearches":15,"topics":21},"publication","https:\u002F\u002Fhelp.getleadscore.ai","e0fd82cf1a","2026-11-05T20:23:28.761Z",{"guides":9,"paths":10,"drafts":11,"shots":12},131,8,0,153,"\u002F_search\u002Findex.a27024c5c2a1.json","\u002F_nav\u002Fmenu.42deedb43cb8.json",[16,17,18,19,20],"import contacts","follow up","text templates","call rotation","where are my meetings",[22,23,24,25,26,27,28,29,30,31,32],"getting-started","leads","import","follow-ups","email","calling","outreach","performance","account","settings","troubleshooting",{"id":34,"slug":34,"kind":35,"href":36,"icon":37,"title":38,"description":39,"level":40,"status":41,"verification":42,"reviewedAt":43,"videoStatus":44,"productLocation":45,"topic":46,"html":49,"toc":50,"shots":67,"related":88,"paths":127,"videos":128,"sidebar":129},"pipeline","guide","\u002Fguides\u002Fpipeline","calendar-check","Review and update the pipeline","Pipeline organizes leads into stage boards and columns so the team can see where work stands. Your visible stages depend on permissions and workspace…","intermediate","published","browser-observed-read-only","2026-11-04","planned","Pipeline",{"slug":25,"title":47,"href":48},"Tasks, meetings and pipeline","\u002Ftopics\u002Ffollow-ups","\u003Cdiv class=\"intro\" data-section=\"intro\">\u003Cp>Pipeline organizes leads into stage boards and columns so the team can see where work stands. Your visible stages depend on permissions and workspace configuration. Stage and column names can be customized, so use the labels shown in your workspace rather than expecting every account to have identical columns.\u003C\u002Fp>\u003C\u002Fdiv>\n\u003Cfigure class=\"see shot\" data-shot-figure=\"pipeline-board-desktop\">\u003Cp class=\"see-label\">What you’ll see\u003C\u002Fp>\u003Cbutton type=\"button\" class=\"shot-open\" data-shot=\"pipeline-board-desktop\" data-view=\"plain\" aria-label=\"Enlarge screenshot: Pipeline board on Initial Outreach, with stage tabs and columns like Recently Called and Cold Email Sent holding lead cards\">\u003Cimg src=\"\u002Fmedia\u002Fscreenshots\u002Fpipeline-board-desktop.jpg\" alt=\"Pipeline board on Initial Outreach, with stage tabs and columns like Recently Called and Cold Email Sent holding lead cards\" width=\"1920\" height=\"873\" decoding=\"async\">\u003C\u002Fbutton>\u003Cfigcaption>The Pipeline board, with stage tabs across the top and lead cards sorted into columns within each stage.\u003C\u002Ffigcaption>\u003Cdiv class=\"shot-actions\">\u003Cbutton type=\"button\" class=\"shot-action\" data-shot=\"pipeline-board-desktop\" data-view=\"plain\">Enlarge\u003C\u002Fbutton>\u003Cbutton type=\"button\" class=\"shot-action\" data-shot=\"pipeline-board-desktop\" data-view=\"numbered\">Numbered version\u003C\u002Fbutton>\u003C\u002Fdiv>\u003C\u002Ffigure>\n\u003Csection class=\"section\" data-section=\"read-the-board\">\u003Ch2 id=\"read-the-board\">Read the board\u003C\u002Fh2>\u003Col class=\"steps\">\n\u003Cli>Open \u003Cstrong>Pipeline\u003C\u002Fstrong> and check whether you are viewing \u003Cstrong>Full Pipeline\u003C\u002Fstrong> or \u003Cstrong>Caller View\u003C\u002Fstrong>, where that switch is available.\u003C\u002Fli>\n\u003Cli>In Full Pipeline, choose the stage you want to review. Caller View presents a focused working scope; it still respects hidden stages and access restrictions.\u003C\u002Fli>\n\u003Cli>Apply the available search and filters to locate the relevant work. Read the scope and totals together: filtered totals describe the selected scope, not necessarily the whole workspace.\u003C\u002Fli>\n\u003Cli>Open a card to inspect the \u003Ca href=\"\u002Fguides\u002Flead-record\">lead record\u003C\u002Fa>, recent activity, and next task before changing its status.\u003C\u002Fli>\n\u003C\u002Fol>\u003Cp>The board includes a preparation reminder to review validation and cleanup, contact details and permission, and research before moving a lead to Ready for Outreach. Treat readiness as a decision supported by the record, rather than something a column name proves automatically.\u003C\u002Fp>\u003C\u002Fsection>\n\u003Csection class=\"section\" data-section=\"move-a-lead-only-when-its-status-has-changed\">\u003Ch2 id=\"move-a-lead-only-when-its-status-has-changed\">Move a lead only when its status has changed\u003C\u002Fh2>\u003Cp>Dragging a card into another column is a stored pipeline change. Confirm the intended destination and any workspace-specific meaning first. The board shows a move immediately while saving continues, so wait for its save status before relying on the new position.\u003C\u002Fp>\u003Cp>The save status appears on the moved card: \u003Cstrong>Saving…\u003C\u002Fstrong>, then \u003Cstrong>Saved\u003C\u002Fstrong> for a moment once the change is confirmed. If you dropped the card on another stage's tab, the same status appears on that tab instead. \u003Cstrong>Not confirmed\u003C\u002Fstrong> means the board could not confirm the save.\u003C\u002Fp>\u003Cp>If the board says \u003Cstrong>Couldn't confirm save. Your move is visible here; refresh before trying again\u003C\u002Fstrong>, follow that instruction. Refresh and inspect the authoritative position before repeating the move. Repeated dragging can make an uncertain save harder to understand.\u003C\u002Fp>\u003C\u002Fsection>\n\u003Csection class=\"section\" data-section=\"check-the-result-and-recover\">\u003Ch2 id=\"check-the-result-and-recover\">Check the result and recover\u003C\u002Fh2>\u003Cp>After a confirmed update, reopen or refresh the board and verify the lead remains in its intended stage and column. If totals cannot load, use \u003Cstrong>Retry totals\u003C\u002Fstrong>; unavailable totals should not be interpreted as zero leads. A \u003Cstrong>Column order not saved\u003C\u002Fstrong> message concerns layout persistence and is separate from an individual lead's status.\u003C\u002Fp>\u003Cp>If a stage is unavailable, ask your workspace administrator to review the relevant access settings. Do not use another user's account or a guessed link to bypass the restriction.\u003C\u002Fp>\u003Cp>Related guides: \u003Ca href=\"\u002Fguides\u002Fleads\">Leads\u003C\u002Fa>, \u003Ca href=\"\u002Fguides\u002Fsettings\">Settings\u003C\u002Fa>, \u003Ca href=\"\u002Fguides\u002Ftasks\">Tasks\u003C\u002Fa>.\u003C\u002Fp>\u003C\u002Fsection>\n\u003Cdetails class=\"accordion\" data-section=\"detailed-guides\">\u003Csummary>\u003Ch2 id=\"detailed-guides\">Detailed guides\u003C\u002Fh2>\u003Cspan class=\"acc-hint\">More guides\u003C\u002Fspan>\u003C\u002Fsummary>\u003Cdiv class=\"accordion-body\">\u003Cp>Read \u003Ca href=\"\u002Fguides\u002Fcaller-view\">Caller View configuration\u003C\u002Fa> for administrator-controlled columns and \u003Ca href=\"\u002Fguides\u002Fworkflow-speed-dial\">Speed Dial\u003C\u002Fa> for the calling workspace. Column visibility and calling readiness are separate checks.\u003C\u002Fp>\u003C\u002Fdiv>\u003C\u002Fdetails>\n\u003Csection class=\"section\" data-section=\"screenshots\">\u003Ch2 id=\"screenshots\">Screenshots\u003C\u002Fh2>\u003Cp>The screenshot for this guide is shown above, under “What you’ll see”.\u003C\u002Fp>\u003C\u002Fsection>",[51,55,58,61,64],{"id":52,"text":53,"depth":54},"read-the-board","Read the board",2,{"id":56,"text":57,"depth":54},"move-a-lead-only-when-its-status-has-changed","Move a lead only when its status has changed",{"id":59,"text":60,"depth":54},"check-the-result-and-recover","Check the result and recover",{"id":62,"text":63,"depth":54},"detailed-guides","Detailed guides",{"id":65,"text":66,"depth":54},"screenshots","Screenshots",{"pipeline-board-desktop":68},{"id":69,"src":70,"alt":71,"caption":72,"width":73,"height":74,"annotated":75},"pipeline-board-desktop","\u002Fmedia\u002Fscreenshots\u002Fpipeline-board-desktop.jpg","Pipeline board on Initial Outreach, with stage tabs and columns like Recently Called and Cold Email Sent holding lead cards","The Pipeline board, with stage tabs across the top and lead cards sorted into columns within each stage.",1920,873,{"src":76,"width":77,"height":74,"title":78,"callouts":79},"\u002Fmedia\u002Fannotated\u002Fpipeline-board-desktop-annotated.svg",2390,"Read the pipeline board",[80,83,85],{"number":81,"text":82},1,"The highlighted stage, here Initial Outreach, is the part of the pipeline shown below.",{"number":54,"text":84},"Each column is a status in that stage, with its lead count and total value.",{"number":86,"text":87},3,"Select a card to see the lead. Dragging a card to another column moves the lead.",[89,97,102,107,113,121],{"slug":90,"title":91,"href":92,"icon":93,"description":94,"level":95,"productLocation":96},"lead-record","Work with a lead record","\u002Fguides\u002Flead-record","users","The lead drawer brings a record's details and history into the page where you are already working. Leads, Pipeline, and Calendar can open this shared panel. A…","beginner","Leads → open a lead",{"slug":23,"title":98,"href":99,"icon":93,"description":100,"level":95,"productLocation":101},"Find and review leads","\u002Fguides\u002Fleads","Use the lead lists to find a record, understand its lifecycle, and open its details before deciding what to do next. You need a signed-in workspace and access…","Leads",{"slug":31,"title":103,"href":104,"icon":31,"description":105,"level":40,"productLocation":106},"Find the right workspace setting","\u002Fguides\u002Fsettings","Settings is a curated directory of configuration pages. Use its search and category links to find the area you need. Access and enabled capabilities can affect…","Profile menu → Settings",{"slug":108,"title":109,"href":110,"icon":37,"description":111,"level":95,"productLocation":112},"tasks","Manage follow-up tasks","\u002Fguides\u002Ftasks","Tasks gives the team a shared place to review assignments, due dates, and progress. You need access to the task area and the relevant workspace records. Task…","Task",{"slug":114,"title":115,"href":116,"icon":117,"description":118,"level":119,"productLocation":120},"caller-view","Choose pipeline columns for Caller View","\u002Fguides\u002Fcaller-view","phone-call","Caller View gives sales representatives a focused set of pipeline columns. It selects which existing stage\u002Fstatus columns appear; it does not move leads…","advanced","Settings → Pipeline → Caller View",{"slug":122,"title":123,"href":124,"icon":117,"description":125,"level":119,"productLocation":126},"workflow-speed-dial","Review the Speed Dial queue before calling","\u002Fguides\u002Fworkflow-speed-dial","Speed Dial combines a working lead queue, contact information, and calling controls. You need access to Speed Dial; actual calling additionally requires…","Speed Dial",[],[],{"title":47,"href":48,"groups":130},[131],{"title":132,"items":133},null,[134,135,139,143,147],{"label":109,"href":110,"slug":108},{"label":136,"href":137,"slug":138},"Create a follow-up task","\u002Fguides\u002Fworkflow-task-create","workflow-task-create",{"label":140,"href":141,"slug":142},"Review meetings and booking requests","\u002Fguides\u002Fcalendar","calendar",{"label":144,"href":145,"slug":146},"Review meeting history and audited attendance","\u002Fguides\u002Fmeeting-lifecycle","meeting-lifecycle",{"label":38,"href":36,"slug":34},1793910213571]