Intake stages

The pipeline stages in order and how to move an enquiry through them.

Last updated · 28 June 2026

An enquiry moves through a pipeline of stages, from first contact through to acceptance or decline. You set the stage yourself. The app does not enforce a fixed order, so you can move an enquiry to any stage at any time.

The Intake list with the Stage column showing a coloured pill for each enquiry, and the Stage filter at the top left. — 1Filter the list to a single stage.
2In the table this stage reads Needs Information; on the board it reads Needs Info.

The stages

The board columns and the Stage filter run in this order:

Stage	What it means
New	A new enquiry, with no contact made yet.
Contacted	You have made first contact.
Needs Info	You are waiting on more information before you can progress it.
Assessment	A formal assessment is under way.
Accepted	The person is accepted into your services. Converting an enquiry to a participant sets this stage for you.
Declined	The enquiry did not proceed.

Note

The board column is labelled Needs Info, while the same stage shows as Needs Information on the table’s Stage pill. They are the one stage.

Moving an enquiry

There are two ways to change an enquiry’s stage:

On the board, drag a card to another column.
In the table, open the enquiry, set Pipeline stage in the drawer, then select Update intake.

While the drawer is open you can also set a Next contact date to keep follow-ups on track.

Tip

To accept someone into your services you usually convert their enquiry to a participant, which sets the stage to Accepted automatically. See Convert, decline or archive an intake.