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Pipeline

Move leads through a visual funnel from research to outreach, interest, consultation, and nurture.

Manage StagesBuild Pipeline

BOS Pipeline Assistant

Understand stage movement, spot stuck opportunities, connect pipeline work to follow-ups, and decide what should move next.

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Pipeline Sections

Switch between business, audience, or campaign views. Leads are filtered by the selected contact section.

Unassigned Pipeline

4 leads

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ARM Recruiting

8 leads

Section

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New Prospect
7

TEST CHURCH 1

No organization connected

John Smith

needs_research

Last touched: May 28, 2026

Open Work CenterDraft Email

TEST2

TEST2

Cameron Thorn

active

Last touched: Never

Open Work CenterDraft Email

ARM Test Prospect

ARM Test Prospect

Test Caller

active

Last touched: Never

Open Work CenterDraft Email

ARM Local Prospect

ARM Local Prospect

John Smith

active

Last touched: Never

Open Work CenterDraft Email

TEST2

TEST2

Cameron Thorn

active

Last touched: Never

Open Work CenterDraft Email

TEST2

TEST2

Cameron Thorn

active

Last touched: Never

Open Work CenterDraft Email

Test Partner Organization

Test Partner Organization

Cameron Thorn

active

Last touched: Never

Open Work CenterDraft Email
1st Outreach - Attempted
0

No leads in this stage yet.

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1st Outreach - Contacted
1

CSV Kingdom Builders

Joanna Riggs

Joanna Riggs

active

Last touched: Jun 5, 2026

Open Work CenterDraft Email
Qualified
0

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Contact Found
0

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First Outreach Sent
0

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Called
0

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Interested
0

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Consultation Booked
0

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Readiness Assessment
0

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Proposal / Next Steps
0

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Academy Launching
0

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Academy Launched
0

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Nurture
0

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Not a Fit
0

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NEW STAGE EXAMPLE
0

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