Client Pipeline (CRM)

How to Open

Access your Client Pipeline from:

• Home → Command Dock → Pipeline
• Action tab — links within daily actions that reference pipeline tasks

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Pipeline Stages

The Pipeline has 9 stages that represent the full client journey from first contact to completion:

#	Stage	What It Means
1	New Lead	Someone you've identified as a potential client
2	Talking	You've started a conversation
3	Offer Sent	You've shared your pricing or proposal
4	Deposit Paid	They've made a partial payment
5	In-Progress	Work has started
6	Payment Due	Job is done, awaiting final payment
7	Completed	Fully paid, job delivered
8	Repeat/Referral	Client came back or sent someone new
9	Lost	Deal didn't work out

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Adding a Client

To add a new client to your pipeline:

1. Tap the + button at the top of the pipeline screen.
2. Enter the client's name (required).
3. Select a stage — defaults to "New Lead."
4. Optionally select a platform: WhatsApp, Instagram, or Facebook.
5. Add optional notes (e.g., "Asked about hair braiding for her wedding").
6. Tap Save.

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Moving Stages

When a client progresses, update their stage:

1. Tap the client's card to open their detail view.
2. Tap the Stage dropdown.
3. Select the new stage.
4. The client automatically moves to the new stage tab.

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Client Detail

Tap any client to view their full detail card:

• Name
• Platform — WhatsApp, Instagram, Facebook, or none
• Stage — editable from the detail view
• Notes — editable, add context anytime
• Date Added

Quick Actions on the detail card:

• 📜 Scripts — opens Scripts Library filtered for this client's stage
• 📞 Contact — opens platform link if available
• ✏️ Edit — edit all client fields

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Search & Filter

Find clients quickly using the tools at the top of the pipeline:

• Search bar — search by client name
• Stage tabs — tap a stage to filter the list
• Sort order — clients are sorted by most recently updated

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Pipeline + Scripts Integration

The Pipeline and Scripts Library are deeply connected:

• When you tap 📜 Scripts from a client detail card, the Scripts Library opens with "Best Scripts for This Lead" at the top.
• Scripts are automatically filtered by the client's current stage.
• The client's name is inserted into each script, so messages are ready to send.