Move deals through the pipeline
Drag deals from stage to stage, find what needs you today, and keep old leads from going cold.
Your pipeline is a set of columns you drag leads across: New → Contacted → Quoted → Won / Lost to start, plus any columns you add with the Columns manager. Each column shows how many leads it holds and their total value (Won and Lost are left out of the running total).
The five default stages
| Stage | It means | When to move it on |
|---|---|---|
| New | Saved but untouched. No contact yet. | You have called or emailed someone on the project. |
| Contacted | You have reached out at least once. | They have asked for a price, or clearly never will. |
| Quoted | A price is in their hands. | Signed contract, or a firm no. |
| Won | Signed. Booked work. | None. This is a final stage. |
| Lost | Dead. Priced out, timing missed, or they went quiet. | None. This is a final stage. |
See your pipeline your way
- Group by anything: Stage, Priority, City, Project type, Builder, Value range, or Score band. Same deals, different angle. Handy when planning a route or a push on one region.
- Quick filters: Hot, Overdue, Stuck, ≥ $1M, and This week narrow your pipeline in one tap when you only want the deals that need attention right now.
- Every lead shows its age, so deals going cold show up under the Overdue and Stuck filters before they die quietly.
Keep deals warm
Create a follow-up on your Calendar and BuildMapper keeps it linked to the lead. Follow-ups are not created for you, so this is the habit that wins. Ask Scout, your AI assistant, "what's stuck?" on Monday mornings and clear the Overdue filter before you go looking for new pins.
On a team
Your board is yours. Your manager can look at it, and sees the roll-up on Team Flow: stage moves, wins, and leads untouched for two weeks. The stages themselves are shared, so a column your manager adds appears on every rep's board. A lead your manager assigns you arrives at New with the reason on the card.