← Pipeline

New lead

Every column of the sheet, in the order the team fills it. Only the company, market and status are required to save; the rest can follow.

01Lead
02Classification
Tbc · Win · Lost · Cancelled · Declined on the sheet
Farming · existing client
03Commercials
GBP · at 0.200
USD · at 0.270

Conversions use the sheet's fixed rates so the dashboard totals match the Excel. Change the rates in Settings, not here.

04Contact
05Phase ownership

Initials as the sheet records them. These feed the phase-ownership counts on the Team view.

06Notes
Discard