Pipeline View in Pageport is a visual tool that helps you track and manage leads through each stage of your process. Leads are organized into columns—according to their contact status—giving you a real-time snapshot of where each lead stands. With drag-and-drop functionality and customizable views, it's an intuitive way to stay organized and move leads through your pipeline efficiently.

Each card contains essential information to help you quickly understand a lead’s status. You’ll see the lead’s name, which sequence they’re currently enrolled in, their hot lead score, and their last contact date. This gives you a quick overview without needing to click into each lead’s details page.

Note: For users who want more or less information on the lead card, the view can be customized to show or hide fields like phone number, job title, and company name. These settings can be found on the top right-hand side of the screen, and any adjustments you make will be saved for future use.

You can filter your view to only show leads assigned to you by clicking on the “My Leads” tab. Alternatively, selecting “All Leads” will give you visibility into every lead in your company’s pipeline. You can also filter leads by lead processor, which is helpful if you’re working with multiple lead sources, or use the search bar at the top to quickly find a specific lead by name.

Changing a lead’s status is as easy as dragging and dropping their card into a new column.This will automatically update their status on their individual lead page as well, so you’re always working with the most up-to-date information. You can also customize a workflow to trigger based on a lead's status change. Learn more about that here.