Organizing Leads with Pipelines (Lofty AOS)

Introduction

A pipeline is a stage in your lead funnel — New Leads, Attempting Contact, Nurturing/Cold, Hot, and so on. Every lead sits in exactly one pipeline at a time, so the pipeline tells you at a glance where that person is in their journey with you. Moving a lead from one pipeline to the next is how you track progress from a fresh inquiry to a closed deal.

Filtering the People List by Pipeline

At the top-left of the People list is the Pipeline selector, which shows the current pipeline and its lead count (for example, Pipeline: All Leads · 21126).

1. Click Pipeline: All Leads.
2. A menu lists each pipeline with a live count of the leads in it — for example, New Leads, Nurturing/Cold, Attempting Contact, and Hot, plus any custom pipelines your account has created.
3. Choose one to filter the list to just those leads, or use Search pipeline to jump to a pipeline by name.

Managing Your Pipelines

Admins can add, rename, reorder, and remove pipelines so the funnel matches how your team actually works.

1. Open the Pipeline selector and click Manage Pipelines at the bottom.
2. The Pipeline Settings dialog opens, listing your pipelines in funnel order.
3. From here you can:
   • Add a pipeline — type a name in Add new pipeline and click OK.
   • Reorder — drag a pipeline by the handle on its left to change its place in the funnel.
   • Delete — click the trash icon on a pipeline you no longer use.
4. Click Save to apply your changes.

Moving a Lead Through the Funnel

To advance a lead, open the lead and set its pipeline from the profile. As the lead's situation changes — they answer a call, book a showing, go under contract — update the pipeline so your reporting and Smart Plans stay accurate.

Questions?

If you have any questions regarding this topic or any others, please reach out to our Support Team via email at support@lofty.com, by phone at 1 (855) 981-7557, or by chat with us through your Lofty CRM.