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The Pipeline view gives you a kanban-style board where every captured lead lives as a card, organized by deal stage. At a glance you can see how many deals are in each stage, which ones need follow-up, and where the highest-intent prospects are sitting.

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Pipeline Stages

ClientX ships with a set of standard deal stages that cover a typical B2B sales motion. You can customize stage names and order to match your process in Settings → Pipeline.

New

Freshly captured leads that haven’t been contacted yet. High-intent new leads are highlighted automatically.

Contacted

Leads you’ve reached out to via email, LinkedIn, or phone. The conversation has started.

Prospect

Leads being actively researched or warmed up before a formal qualification conversation.

Qualified

Leads that have confirmed budget, authority, need, or timeline through your discovery process.

Proposal

Leads that have received a formal proposal, pricing quote, or contract for review.

Negotiation

Active back-and-forth on terms, pricing, or contract details before a final decision.

Won

Deals that converted to paying customers. Also recorded as Closed Won when moved from a late stage.

Lost

Deals that did not convert. Keeping these helps you track win rate and refine your ICP. Also recorded as Closed Lost.

Pipeline

A general-purpose holding stage for leads that are active but don’t yet fit a more specific stage.

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Using the Pipeline

1

Open the Pipeline view

Navigate to Leads → Pipeline in the left sidebar. The board loads with all your current leads organized by stage.
2

Move deals between stages

Drag a lead card from one column to another as the deal progresses. ClientX saves the stage change instantly and timestamps the move.
3

Open the full lead profile

Click any lead card to open the detail panel. You’ll see the contact’s full profile including:
  • Contact information (email, phone, LinkedIn)
  • Pages visited and time on site
  • Full conversation transcript from the chat widget
  • Enrichment data (company, title, industry, company size)
  • AI-generated deal intelligence and buying signals
4

Add notes

Inside the lead profile, use the Notes field to log call summaries, objections, next steps, or anything your team needs to remember. Notes are visible to all workspace members.
5

Set follow-up reminders

Use the follow-up reminder field to schedule a nudge for yourself. ClientX surfaces overdue follow-ups at the top of your pipeline so nothing slips through the cracks.

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Filtering Your Pipeline

Use the filter bar above the board to zero in on the leads that matter most right now.
Filter to show only leads above a specific score threshold — for example, show only leads with an intent score of 70 or above to focus on your warmest prospects.
Filter by how the lead was captured: chat, linkedin, form, visitor_id, or manual. Useful for measuring which acquisition channels are converting.
Show only leads captured within a specific date range to review a week’s or month’s worth of new pipeline at once.
Focus on a single stage — for example, filter to Qualified to prepare for a weekly pipeline review call.
Filter leads by the enriched company size to focus on enterprise accounts or SMB deals depending on your current motion.

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Conversation Context

Every lead card carries the full conversation transcript from your chat widget. When you open a lead profile you can read exactly what the visitor asked, how the AI responded, what pricing questions came up, and whether the agent attempted to book a meeting. You never have to guess what a prospect was thinking — you already have it in writing.

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Bulk Actions

Select multiple leads using the checkboxes on the kanban board or the list view to take action on a group at once:

Export to CSV

Download a CSV of selected leads including all contact fields, intent scores, and enrichment data. Use this to load leads into your CRM or share with your team.

Enroll in Outreach Sequence

Send selected leads into an email or LinkedIn outreach sequence directly from the pipeline. ClientX uses the conversation context to personalize each message.
Sort your pipeline by Intent Score (descending) before starting your daily outreach. This surfaces the leads who visited the most pages, asked the most specific questions, and showed the strongest buying signals — so you spend your first calls on the warmest opportunities.