Your pipeline is every lead you’re working, organized by where they are in the sales process. A clean pipeline means you know exactly who to call, who to follow up with, and who to let go.
What this does
This guide shows you how to move leads through the pipeline stages in MoveRight, how to read the pipeline view, and how to keep it clean so nothing falls through the cracks.
Who uses this
Sales agents — you live in the pipeline. Sales managers — you review the pipeline to coach your team and forecast revenue.
Before you start
- You know how leads enter MoveRight: How Leads Enter MoveRight
- You know how to create an opportunity: Creating a New Opportunity
Pipeline stages
Every opportunity in MoveRight moves through stages. Here are the default stages and what they mean:
| Stage | Meaning | Your action |
|---|---|---|
| New | Lead just came in | First contact within 5 minutes |
| Contacted | You’ve reached them | Qualify, gather move details |
| Estimate Sent | You sent a quote | Follow up within 24 hours if they don’t sign |
| Signed / Deposit Required | They signed, no deposit yet | Send payment link immediately |
| Booked | Deposit collected, job scheduled | Hand off to dispatch |
| Closed Won | Job completed and paid | Request a review |
| Lost | They went elsewhere or cancelled | Mark reason, set nurture follow-up |
Your company may have custom stages, but these are the defaults.
Working the pipeline view
Open the Pipeline tab in MoveRight. You see a kanban-style board with columns for each stage.
Sort by priority
Within each stage, sort by:
- Hot — leads with a move date within 2 weeks. Call these first.
- Warm — move date within 4 weeks. Text them today, call tomorrow if no reply.
- Cool — no specific date yet, just shopping. Send the AI follow-up and check back next week.
Drag and drop
When a lead progresses, drag their card to the next stage. Example: after you send an estimate, drag from “Contacted” to “Estimate Sent.”
MoveRight automatically:
- Logs the stage change with a timestamp
- Triggers any automations tied to the stage (like AI follow-up or deposit reminders)
Filter by agent
If you’re a sales manager, switch the view to see a single agent’s pipeline. You’re looking for:
- Too many leads in “New” — the agent isn’t contacting fast enough
- Too many in “Estimate Sent” with no follow-up — they send quotes but don’t chase
- Low conversion from “Signed” to “Booked” — deposit collection needs coaching
Keeping the pipeline clean
A messy pipeline is useless. Clean it daily:
- Close the dead leads — every lead that’s been in “New” or “Contacted” for more than 30 days with no response: move to “Lost” with a reason code.
- Update stale stages — if you called a lead and they said “call me next month,” move them to a “Nurture” stage (if your company has one) or set a follow-up task.
- Remove duplicates — if two opportunities exist for the same customer, merge them.
Spend 5 minutes at the end of each day on this. Tomorrow you’ll start with a clean board.
Common questions
How many leads should be in my pipeline? That depends on your close rate. If you close 20% and need 10 jobs per week, you need 50 leads in your pipeline at all times. Track your numbers and work backward.
Should I delete lost leads? No. Keep them. They’re data. They show you where leads drop off and which sources produce the most lost leads. But move them out of the active view — the “Lost” stage is where they live.
What if a lead comes back after months? Search for their name in MoveRight. If they have an old opportunity, reopen it. The history is still there.
What happens next
- Work the warm leads: The Morning Callback Queue
- Speed matters: Speed-to-Lead: The 5-Minute Rule
- Automation: AI Lead Follow-Up