> ## Documentation Index
> Fetch the complete documentation index at: https://wapnotify.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Manage your pipeline

> How to create leads, move them through stages, reassign owners, and view funnel stats.

## Create a lead

**From a conversation:**

1. Open a conversation in the inbox.
2. In the right panel, click **Create lead**.
3. Fill in the lead title and estimated value.
4. Choose a stage and assign an owner.
5. Click **Save**.

The lead is linked to that conversation so all message history is accessible from the lead detail view.

**From the Leads board:**

1. Go to **Leads** in the sidebar.
2. Click **New lead**.
3. Search for or select a contact to link the lead to.
4. Fill in the title, estimated value, currency, stage, and owner.
5. Click **Save**.

## Move a lead between stages

**Drag and drop** — drag the lead card from one column to another on the Kanban board.

**From the detail view** — open the lead, click the **Stage** dropdown, and select the new stage.

Every stage change is recorded in the lead's activity log with a timestamp and the user who made the change.

## Reassign a lead owner

1. Open the lead detail view.
2. Click the **Owner** field.
3. Select a different team member.

The previous owner is recorded in the activity log.

## Attach messages to a lead

If a conversation contains messages relevant to the lead, you can attach them as evidence:

1. Open the lead detail view.
2. Click **Attach messages**.
3. Select the messages from the conversation thread.
4. Click **Attach**.

Attached messages are visible in the lead detail view for context during reviews.

## Close a lead

Move the lead to the **Won** or **Lost** stage to close it.

* **Won** — deal closed, revenue realized
* **Lost** — deal did not proceed

Closed leads remain on the board but you can filter them out using the stage filter to keep the active pipeline clean.

## Delete a lead

Open the lead and click **Delete**. Leads are soft-deleted — the record is hidden but the linked conversation and contact are not affected.

## Funnel stats

Click **Funnel** at the top of the Leads page to see:

* Lead count per stage
* Total deal value per stage
* Drop-off between consecutive stages

Use this to identify which stage has the most stalled deals and where to focus.