On small screens, open the lead and change the stage from the record instead.

It won't let me mark a lead lost.

Choose a lost reason. It's required so you can see why leads don't convert.

I renamed a stage and reports look different.

Renamed stages still map to the same underlying status, so reports stay comparable.

Move leads through stages, assign an owner and set follow-up tasks.

Where in Willa: Pipeline and Tasks

Who can do this: Anyone on your team moves leads. Owners and admins rename stages.

1
Move leads
Drag cards between stages. Marking a lead lost asks for a reason.
Care pipeline. Drag a card to move it to the next stage.
2
Assign an owner
Open a lead and choose who on your team is responsible.
3
Add tasks
Create tasks with due dates. They show on the Tasks page and remind the owner.
4
Rename stages
In Settings, owners and admins can rename stages to match how you work.
5
Save views
Filter leads and save the view for next time.

Move a lead and check its stage updates on the lead record and in reports.

I can't drag a card.: On small screens, open the lead and change the stage from the record instead.
It won't let me mark a lead lost.: Choose a lost reason. It's required so you can see why leads don't convert.
I renamed a stage and reports look different.: Renamed stages still map to the same underlying status, so reports stay comparable.

Need a hand? Email kyle@heywilla.ai.