> ## 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.

# Leads & pipeline overview

> How the Leads module works — the Kanban board, stages, lead cards, and funnel stats.

The Leads module is a sales pipeline that lets your team track deals from first contact to close. Leads are displayed as cards on a Kanban board, organized into stages.

## The Kanban board

Each column on the board represents a pipeline stage. Lead cards move left to right as deals progress.

Default stages:

1. **New** — freshly created leads with no qualification yet
2. **Qualified** — leads confirmed as genuine opportunities
3. **Proposal sent** — quote or proposal shared with the customer
4. **Negotiation** — terms being discussed
5. **Won** — deal closed successfully
6. **Lost** — deal did not close

Admins can rename, reorder, add, or delete stages at **Settings → Lead stages**. The **Won** and **Lost** stages are special — they mark the terminal outcome of a deal.

## Lead cards

Each card on the board shows:

* Contact name
* Lead title (e.g. "Office furniture order")
* Estimated deal value and currency
* Assigned owner
* Source conversation (if the lead was created from a conversation)

Click a card to open the full lead detail view.

## Lead detail view

The lead detail view shows:

* All lead fields (title, value, stage, owner, contact)
* Linked WhatsApp messages from the source conversation
* Activity log — every stage move and reassignment
* Associated quotation (if created)

## Funnel stats

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

* Number of leads per stage
* Total estimated value per stage
* Conversion rate between stages

This view helps you identify where deals are stalling.

## Enable the leads module

The Leads module is a toggleable feature. If you don't see it in the sidebar, an Admin needs to enable it at **Settings → Modules**.