Use the pipeline

Updated October 31, 2026 · Applies to Rolodex ONE 1.34

The pipeline board shows opportunities by stage, in columns, with the open leads first.

Prerequisites

  • The Admin, Manager, Reception or Staff role.

Open the board

  1. In the menu, under Workspace, select Pipeline.

  2. Choose the pipeline, and All I can see or Mine.

    The pipeline board, with totals and a column per stage

At the top:

Figure Shows
Open The value and number of open opportunities.
Won The value and number of won opportunities.
Past their close date Open opportunities whose expected close has passed.
Win rate Won, out of won and lost.

With several currencies, totals are in your organization's base currency.

Move a card

  1. On a card, choose the new stage.

Qualify a lead from the board

In a pipeline that starts from leads, the first column shows the open leads.

  1. On a lead, choose a stage under Qualify into….
  2. Complete the qualify form, and then select Qualify.

You must take a lead before you can qualify it. See Work with leads.

Next steps