Sales leads pipeline

Track every sales lead from first contact to converted customer.

Where

Super-admin → Sales Leads

Lifecycle stages

• New: just submitted from /contact-sales
• Contacted: you've replied or scheduled a call
• Qualified: they're a real prospect, not a tire-kicker
• Won: signed up for a paid plan
• Lost: they're going with a different solution
• Spam: bot or test submission

Moving a lead through stages

• Open the lead
• Status dropdown → pick the new stage
• Save (auto-saved)

Internal notes

Add notes to a lead (decisions, follow-up dates, contacts). Notes are super-admin-only.

Converting a lead to a customer

When a lead signs up, link them: open the lead → "Link to library" → search for the new library.

Filtering

• By status
• By organization type (church, school, community, etc.)
• By submission date
• By tier interest

Sorting

• Recency (default)
• Organization size
• Tier interest (Starter, Community, Custom)