Customer Pipeline Stages
The Pipeline is a kanban board that tracks each customer through your sales steps — from new lead to won (or lost). It lives at CRM → Pipeline and is a Business-plan feature.
Note: HandyBook tracks pipeline at the customer level, not per job. Each card is a customer.
How it works
- Columns are your stages; each card is a customer
- Drag a card between columns to move that customer to a new stage
- Customers with no stage yet sit in an Unassigned column
- Each stage shows its customer count and, where set, Total value (sum of lifetime value)
- A Trophy marks your "won" stage; an X marks "lost"
Click any card to jump to that customer's record.
Default stages
When your account is created, a starter set of stages is seeded (for example: New Lead → Contacted → Quoted → Won → Lost). You can change them freely.
Customizing stages
Right on the Pipeline page:
- Add Stage — click the button, type a name, Add
- Delete a stage — click the trash icon on the stage header. Customers in it become Unassigned (they aren't deleted)
There's no separate Settings screen — you manage stages directly on the board.
Status vs. stage
A customer's Status (New, Active, VIP, Inactive, Overdue) is a fixed label set on their record. Their pipeline stage is where they sit on the board. They're independent — see Customer Status.
FAQ
Why is the Pipeline empty / locked? The board requires the Business plan. On lower plans you'll see an upgrade prompt.
Does moving a card change anything else? It updates the customer's pipeline stage only. It doesn't change their Status or create a job.
Where's the deeper how-to? See the Pipeline help category — Kanban Pipeline Basics and Custom Pipeline Stages.