Leads Pipeline
The Leads Pipeline tracks active sales opportunities before they become established customer or project records.
Open Leads
Leads that are not Won or Lost.
Open Lead Value
Combined estimated value of open opportunities.
Total Leads
Active pipeline records currently loaded.
Archived leads are excluded from the normal pipeline view.
Create or edit a lead
Authorized users can choose Add from the Leads screen to create a new opportunity. Existing leads can be opened for editing.
Lead title is required before a lead can be saved.
New leads currently default to New status, Other source, and US country.
Lead status
The current lead workflow supports these status values:
Open lead counts and open estimated value exclude leads whose status is Won or Lost.
Lead sources
A lead can record the source of the opportunity using one of the current source options:
Estimated-value labels
Lead cards display a value-based label derived from the current estimated opportunity value.
These labels describe the estimated lead value used by the current application. They are not separate user-entered priority fields.
Search and filter leads
The Leads Pipeline includes both free-text search and a status filter.
Search currently checks lead title, displayed contact, email, phone, source, status, location, and notes.
The status filter can show all active leads or narrow the list to one of the supported status values.
Lead cards
A lead card can show:
If no contact name is available, the display falls back to email, then phone, and finally No contact added.
Location display first uses city, state, and postal code. If those are unavailable, LupinusBuild falls back to the first address line and then No location added.
Convert a lead
In the current implementation, the Convert action appears for a lead whose status is already Won.
Authorized users are presented with two conversion choices:
Customer Only
Creates a customer from the lead information.
Customer + Project
Creates the customer and also creates a related project record.
Available contact and location information is carried into the customer record. When a project is also created, applicable lead information is carried into that project.
Conversion notes preserve lead-origin information such as the lead title, source, estimated value when present, and existing notes.
Project numbering, project stages, project status defaults, and other company-specific conversion rules can depend on the workspace configuration. Those implementation details are not presented here as universal LupinusBuild behavior.
Archive a lead
Authorized users can choose Archive from a lead card.
Archiving records the archive time rather than deleting the lead. Archived leads are then excluded from the normal active pipeline.
Lead permissions
The current lead-management interface allows the following roles to create and edit leads:
Other supported roles can view lead information but receive read-only access in the current lead form.
Review Roles & Permissions →