> ## Documentation Index
> Fetch the complete documentation index at: https://help.leaf360.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Sales Pipeline
> Your lead pipeline in Leaf360: the list and board views, filtering, saved filters, working with many leads at once, and what happens when a status change is blocked.
Sales Pipeline is where you work your borrowers day to day. It's the same leads as [All People](/mortgage-crm/all-people), just set up for working the list instead of just looking someone up: you can filter it, act on many leads at once, and drag leads through their stages on a board view.
Open it from **Sales** under **Pipelines** in the sidebar.
Leads are borrowers. Real estate agents, title companies, insurance partners, and everyone else you work with are business contacts and live on [Contacts](/mortgage-crm/contacts) instead — a separate list from your leads.
## The top of the screen
Your pipeline's name sits at the top left with an arrow beside it. Click it to switch between the pipelines and stages your company has set up, and to create a new pipeline.
Next to the name are two numbers: how many **leads** match your current filters, and their combined **value** — the total loan amount across the leads currently on screen.
Two buttons round out the row:
| Button | What it does |
| -------------------------- | --------------------------------------------------------------------------------- |
| Refresh (circular arrows) | Reloads the list |
| Manage Pipelines (sliders) | Opens pipeline setup, covered on [Pipeline stages](/mortgage-crm/pipeline-stages) |
## List view and board view
You can view your leads as a **List** or as a **Kanban** board — a set of columns by lead status that you drag cards between. Which one opens by default is saved to your account under **Pipeline View** in Settings, so it follows you no matter which computer you're on.
If you switch views by hand, that only lasts until you leave the page.
## Finding leads in the list
**Search by name, email, or phone...** at the top left searches every lead your filters allow, not just what's currently on screen.
Click any column heading to sort it, and to filter it if that column supports filtering.
Any filters you've applied show up as small tags next to the search box, each with an X to remove it. **Clear all** removes them at once.
A team filter lets you limit the list to one loan officer's leads. This is a paid feature, so it won't appear if your plan doesn't include it, or if you don't have any other team members yet.
### What you can filter by
| That column holds | You can filter by |
| ---------------------------------------- | ------------------------------------------------------------------------------ |
| A fixed set of values (like lead status) | Checking off the values you want, with a search box if there are more than six |
| A date the lead was created | Windows like **In the last 7 days**, **More than 30 days ago**, and so on |
| How recently you were in contact | **Never**, the same time windows as above, or **Any activity** |
The date filters also let you type in your own custom window. Checking more than one box widens the list rather than narrowing it — you're saying "match any of these," not "match all of these."
Sorting follows the type of column: **A → Z** for names, **Low → High** for numbers, **Oldest → Newest** for dates, and so on.
### Saving a filter for later
**Smart Filters** lets you save a combination of filters under a name you pick, so you can reapply it later with one click instead of rebuilding it. Once you have any saved, a trash icon next to each lets you delete it.
### The Credit filter
If your company has credit monitoring turned on, a **Credit** button shows leads whose credit picture just changed — for example, someone who **May requalify** or is **Shopping again**. Those leads also get a small label next to their name in the list. If your company doesn't use this feature, you won't see the button at all.
### Choosing which columns show
Click **Columns** to turn columns on or off, search for one by name, or drag to reorder them. **Show all**, **Hide all**, and **Reset order** are there too.
Out of the box you'll see the basics: name, email, phone, source, lead status, priority, who's on the lead, loan amount, probability of closing, tags, and when they were created or last contacted. You can turn on plenty more — referral partner, loan product, property details, income and employment, first-time buyer and veteran status, and more — grouped by topic in the column picker. Anything not shown by default starts turned off.
Whatever columns you pick, and the order you put them in, stick around the next time you're on the same computer.
The status column is labeled **Lead Status**, not "Stage." It's the status list your company set up under **Lead Statuses** in Settings.
## Opening and reaching out to a lead
Click a lead's name to open their full record — clicking anywhere else on the row does nothing.
Right-click a row for quick actions: open the lead, open it in a new tab, or copy a link to it.
Two other things work right from the list: click the email to open a message to that person, or click the phone number to call or text them.
If a lead is sitting in a shared queue waiting to be claimed, you'll see a **Claim Lead** button instead of a name on the team, telling you which queue it came from.
## Working with many leads at once
Check the box next to a lead, or the box at the top of the list to grab the whole page. Once you've selected some, a bar appears above the list telling you how many, with a **Select all** option if you want everything that matches your filters — not just what's loaded on screen. **Clear** deselects everyone.
| Action | What it does |
| --------------------- | ------------------------------------------------------------------------ |
| **Move to Stage** | Changes the lead status for everyone selected |
| **Bulk Email** | Sends an email to everyone selected |
| **Power Dial** | Starts calling through the selected leads one after another |
| **Add to Campaign** | Adds everyone selected to a marketing campaign |
| **Assign** | Hands everyone selected to a different loan officer or team |
| **Assign to Contact** | Links everyone selected to a business contact, like a referral partner |
| **Move to Contact** | Turns the selected leads into business contacts |
| **Tags** | Adds, removes, or replaces tags across everyone selected |
| **Merge** | Shows up once you've selected two or more leads |
| **Archive** | Sets the selected leads aside — archived leads can be brought back later |
| **Delete** | Removes the selected leads for good |
**Archive** and **Delete** both ask you to type something before they'll go through — the person's first name if it's just one lead, or the word `confirmed` if it's several. Nothing happens until what you type matches.
**Move to Contact** doesn't leave a copy behind. The leads become business contacts and the original lead records are gone for good — you'll find the converted records on [Contacts](/mortgage-crm/contacts) afterward.
**Power Dial** and **Merge** only work on the leads currently loaded on screen, even if you used **Select all**. If you start a dial after selecting everything, Leaf360 will tell you it's starting with what's loaded. **Move to Stage**, **Assign**, **Assign to Contact**, **Tags**, **Archive**, and **Delete** do cover your full selection, and **Bulk Email** loads everyone before it opens.
## Exporting your list
**Export** gives you up to four choices: just what you've selected, or everyone matching your filters, and either the columns you're currently viewing or every field on file.
## Paging through your list
You can show 10, 25, 50, or 100 leads per page. A counter above the list tells you which slice you're looking at. If nothing matches, you'll see **No leads found.**
## Working the board view
The board lays your leads out in columns by status. On the plain **All Leads** view, the columns are fixed: **No Contact**, **Contacted**, **Hot**, **Warm**, and **Cold**, followed by one more column for any other status your leads are actually sitting in.
**No Contact** isn't a single status — it groups together everything at **New**, **New Lead**, **Lead**, **Pending Contact**, or **Contact Attempted**, which is why it's usually your biggest column.
Each column shows its name, a color, how many leads are in it, their combined loan amount, and a short note on what the status means.
* Drag a lead's card from one column to another to change their status.
* The plus at the top of a column starts a new lead already set to that status.
* Columns load a page at a time — scroll to the bottom of one to load more.
This board view is also where you add a lead by hand — there's no **Add Lead** button on the list. Use the plus on the column you want the lead to land in. The form only requires a **First Name**; everything else — contact info, source, loan officer, loan type, purchase price, income, and so on — is optional at that point.
## When a status change won't go through
Your company can require certain things to be done before a lead can reach a given status — say, a document collected or a field filled in. If one of those is missing, you'll see a **Status change blocked** message instead of the move going through.
It tells you which status you were trying to reach and lists exactly what's still missing. If something just needs a quick answer, you can often fill it in right there with **Quick fix**, or click **Open lead** to go finish the rest on the record itself.
If you're an administrator, you'll also see an **Override** option, which asks you to type a reason before it lets the move through anyway.
## Focus views
If you got to this screen from a specific pipeline stage rather than the plain Sales list, you'll see a row of focus views above the search box — shortcuts your company set up to jump straight to leads matching certain conditions for that stage. These are configured alongside your pipeline stages; see [Pipeline stages](/mortgage-crm/pipeline-stages).
You won't see this row on the plain **All Leads** view, since it isn't tied to one specific stage.
## Common questions
It's not on the list. Switch to the board view and use the plus at the top of the column you want, or the **Add Lead** button on an empty column.
It only adds up the loan amounts on leads currently loaded on screen, not everyone matching your filters. The **leads** count next to it is the real total.
Check your search box, any column filters, and the team filter, then check whether a focus view is selected. After that, check the archive — archived leads won't show here.
The top checkbox only grabs the current page. Use **Select all** in the bar above the list instead — though **Power Dial** and **Merge** always work from what's loaded, even then.
Your column choices are remembered on the computer you set them on. Filters you saved under **Smart Filters** are tied to your account instead, so those do follow you anywhere.
A pipeline your company built from scratch needs its stages and focus views configured before it's ready. Open **Manage Pipelines** to add them; see [Pipeline stages](/mortgage-crm/pipeline-stages).
## Related
* [All People](/mortgage-crm/all-people)
* [Import Data](/mortgage-crm/import-data)
* [Leaf360 Mortgage CRM](/mortgage-crm/overview)