Intake stages

An enquiry moves through a pipeline of stages. You set the stage yourself, in any order that fits.

The stages

• New, just created.
• Contacted, you have made first contact.
• Needs Info, you are waiting on more information.
• Assessment, a formal assessment is under way.
• Accepted, the person is accepted into your services.
• Declined, the enquiry did not proceed.

Moving an enquiry

• On the board, drag a card to a new column.
• In the table, open the enquiry and change its Pipeline stage.

You can also set a priority (Low, Normal or High) and a next contact date to keep follow-ups on track.