Overview

Leads & Pipeline is the sales opportunity workspace in Cognivo. It gives the team a shared view of every active lead, its owner, current stage, value, and next action from initial qualification through closing.

Two ways to work

• Kanban View groups lead cards by pipeline stage and supports visual stage progression.
• Table View presents structured columns for scanning, filtering, and comparing lead data.

Both views represent the same records. Choose Kanban for workflow management and Table View for detailed review.

Recommended workflow

1. Add a lead with the correct contact, owner, source, pipeline, and stage.
2. Qualify the opportunity and record information that helps the next decision.
3. Move the lead when the stage's real-world condition has been met—not simply because time has passed.
4. Record calls, meetings, and other activities; use notes for context and files for supporting material.
5. Review pipeline history to understand how and when the opportunity progressed.

Pipelines and stages

A pipeline represents a sales process; stages represent the milestones inside it. Administrators or authorized users can use the Pipeline & Stage Manager to match Cognivo to the team's actual sales process. Use clear stage entry criteria so reporting is consistent across owners.

Good lead hygiene

Every active lead should have a responsible owner, an accurate stage, and a documented next action. Update the record after meaningful customer activity so the board remains a reliable forecast rather than a historical list.