Tracking leads in your pipeline

The six stages, the four tabs, follow-up badges, and how leads leave the pipeline.

A lead is an opportunity you haven’t formalised yet. When you qualify a lead and start the project, your notes and details carry over with it.

Leads are on Grow and Scale. See Plans and limits.

What a lead needs

A lead needs a project name, an account, and a person of contact. All three are required, so add the company and the person first if they’re not in Billow yet.

Budget and notes are optional.

The six stages

Stage	What it means
Lead Captured	It just came in
Discovery Call	You’re in conversation
On Hold	Paused for now
Qualified	Good fit, ready to become a project
Unqualified	Not a fit
Lost	Didn’t close

The first four are the working stages and show up as columns on the board. Unqualified and Lost are end states and live outside the columns.

Views and tabs

The leads page has a board view and a list view, with the same four tabs above both.

Tab	What it holds	In board view
All	Everything still in the working stages	Board columns
Needs action	Lead Captured, Discovery Call, On Hold	Board columns, narrowed to those three
Unqualified	Both end states, Unqualified and Lost	Table
Converted	Leads that became a project	Table

The list view shows every tab as a table.

A Converted row shows the project’s status in place of a stage badge, plus a View project button.

Changing a stage

Drag a card between stage columns and the stage saves right away.

To mark a lead Unqualified or Lost, drag it to the bar that appears at the bottom while you’re dragging. The toast has an Undo button for five seconds. After that, reopen the lead and change the stage from the form.

Follow-up reminders

A lead sitting in Lead Captured, Discovery Call, or On Hold for two weeks without a stage change gets a red “You should follow up” badge on its card.

The badge appears on the board only. It doesn’t appear in the list view, and Billow won’t email you about it.

Budget ranges

New leads pre-fill with a rough budget range. Set it, clear it, or leave it.

The budget slider’s minimum and maximum are a workspace setting. Widening the range while editing one lead widens it for every future lead in the workspace, for everyone.