> ## Documentation Index
> Fetch the complete documentation index at: https://help.clientx.in/llms.txt
> Use this file to discover all available pages before exploring further.

# Manage Your Lead Pipeline and Deal Stages in ClientX

> Track leads through your sales pipeline in ClientX. Move deals between stages, add notes, view conversation history, and prioritize by intent score.

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.

## 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**.

<CardGroup cols={3}>
  <Card title="New" icon="sparkles">
    Freshly captured leads that haven't been contacted yet. High-intent new leads are highlighted automatically.
  </Card>

  <Card title="Contacted" icon="paper-plane">
    Leads you've reached out to via email, LinkedIn, or phone. The conversation has started.
  </Card>

  <Card title="Prospect" icon="binoculars">
    Leads being actively researched or warmed up before a formal qualification conversation.
  </Card>

  <Card title="Qualified" icon="circle-check">
    Leads that have confirmed budget, authority, need, or timeline through your discovery process.
  </Card>

  <Card title="Proposal" icon="file-lines">
    Leads that have received a formal proposal, pricing quote, or contract for review.
  </Card>

  <Card title="Negotiation" icon="handshake">
    Active back-and-forth on terms, pricing, or contract details before a final decision.
  </Card>

  <Card title="Won" icon="trophy">
    Deals that converted to paying customers. Also recorded as **Closed Won** when moved from a late stage.
  </Card>

  <Card title="Lost" icon="circle-xmark">
    Deals that did not convert. Keeping these helps you track win rate and refine your ICP. Also recorded as **Closed Lost**.
  </Card>

  <Card title="Pipeline" icon="kanban">
    A general-purpose holding stage for leads that are active but don't yet fit a more specific stage.
  </Card>
</CardGroup>

## Using the Pipeline

<Steps>
  <Step title="Open the Pipeline view">
    Navigate to **Leads → Pipeline** in the left sidebar. The board loads with all your current leads organized by stage.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>
</Steps>

## Filtering Your Pipeline

Use the filter bar above the board to zero in on the leads that matter most right now.

<AccordionGroup>
  <Accordion title="Intent Score">
    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.
  </Accordion>

  <Accordion title="Source">
    Filter by how the lead was captured: `chat`, `linkedin`, `form`, `visitor_id`, or `manual`. Useful for measuring which acquisition channels are converting.
  </Accordion>

  <Accordion title="Date Range">
    Show only leads captured within a specific date range to review a week's or month's worth of new pipeline at once.
  </Accordion>

  <Accordion title="Stage">
    Focus on a single stage — for example, filter to **Qualified** to prepare for a weekly pipeline review call.
  </Accordion>

  <Accordion title="Company Size">
    Filter leads by the enriched company size to focus on enterprise accounts or SMB deals depending on your current motion.
  </Accordion>
</AccordionGroup>

## 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.

## Bulk Actions

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

<CardGroup cols={2}>
  <Card title="Export to CSV" icon="file-export">
    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.
  </Card>

  <Card title="Enroll in Outreach Sequence" icon="envelope-open-text">
    Send selected leads into an email or LinkedIn outreach sequence directly from the pipeline. ClientX uses the conversation context to personalize each message.
  </Card>
</CardGroup>

<Tip>
  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.
</Tip>