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Use Pipeline to see what is active, what needs following up and where the next piece of work may come from.
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Switch tabs to move between active work, follow-ups that are due, proposals out, and what you have won and lost.
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No opportunities yet
Add the enquiries, conversations and proposals you are actively pursuing. Give each one a potential fee, likelihood and next action so the pipeline shows what may be coming next. Use New on the Active tab to add one.
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Keep the clients, prospects, referrers and collaborators connected to your pipeline in one place.
Record meaningful outreach, meetings, introductions and referrals here, so relationship-building stays visible alongside live opportunities. Log an entry whenever something happens that changes what you do next.