Leads: capture, qualify, and convert opportunities

Leads is Lavori's lightweight CRM for the deals you are chasing before they become real work. Each lead represents a single opportunity tied to a person and the organization they work for, with an estimated deal value and a position in one of your pipelines.

Leads are scoped to your active team. The pipelines hub, every board, and every lead you open reflect the team selected in the top navigation, so switching teams shows that team's pipelines.

A pipeline is a named board with its own status columns, and a team can have as many as it needs — for example one for new business and another for renewals. Opening Leads lands you on the pipelines hub, where each pipeline is a card showing its column count, how many leads it holds, its open value, and how many it has won this month. Selecting a card opens that pipeline's board.

Columns are entirely yours to define: their names, their order, and how many there are. Any team member can rename a column inline from the board. Org admins can add columns, delete them, and mark a column as the pipeline's won or lost column.

The won and lost flags are what give a column meaning beyond its name. A lead sitting in the won column counts toward your win rate and unlocks project conversion; leads in won or lost columns are excluded from open-pipeline figures. Columns without either flag are treated as working stages.

• Create, rename, and delete pipelines: org admins, from the pipelines hub.
• Rename a column: any team member, inline on the board.
• Add or delete a column, or set its won/lost flag: org admins, from the board.
• Deleting a column that still holds leads requires choosing another column to move them to.

Use the New Lead button on a pipeline's board to open the capture form. A lead needs a name (the lead or deal title) and both a person contact and an organization. You can also set an estimated value, a source, and which column it starts in.

For both the contact and the organization you choose between linking an existing record from your team's directory or creating a brand-new one inline. New contacts and companies you create here are added to the directory, and a new person is linked to the chosen organization automatically. If you link an existing person who has no company yet, they are backfilled with the organization you selected.

• Lead / deal name: a short title for the opportunity.
• Estimated value: the expected deal size, used for pipeline totals.
• Source: where the lead came from (for example Referral, Website, Event, or Repeat client).
• Starting column: which column of this pipeline the lead lands in (defaults to the first).
• Contact: a new person (name, email, phone) or an existing directory contact.
• Organization: a new company (name, website) or an existing one.

Each pipeline offers two views you can switch between: a Board view with one column per status, and a Table view that lists every lead in that pipeline. Open any lead to see its full detail page.

On the board, drag a card between columns to move it through the pipeline, or within a column to reorder it. The move is applied immediately and recorded on the lead's timeline. Dropping a card into the won column offers to convert it into a project — it never converts without asking.

You can also change a lead's column from the column dropdown in its detail page header.

A lead's detail page header also carries a pipeline selector, and this is the only place a lead can be moved from one pipeline to another. Choosing a different pipeline moves the lead into that pipeline's first column, and the page follows it to its new location.

Because the target pipeline has its own columns, a cross-pipeline move always restarts the lead at the beginning of that board rather than trying to match its old column.

Above each board, a strip of cards summarizes that pipeline's leads at a glance. The figures are derived from the current list of leads and from how the pipeline's columns are flagged.

Each card is clickable and opens a breakdown listing the leads behind the number, so you can jump straight to any deal.

• Open leads: how many leads sit in a column flagged neither won nor lost.
• Pipeline value: the total estimated value across all open leads.
• Win rate: leads in the won column divided by decided deals (leads in the won or lost columns). Leads still in working columns are undecided, so they are excluded rather than counted as losses. The card shows a dash until something has been decided.
• Avg. deal size: the average estimated value across open leads.

Each lead has an activity timeline that records its history. Column changes are logged automatically, and you can add your own entries from the composer at the top of the timeline: a note, a logged call, or a logged email. Every entry shows who added it and when.

Alongside the timeline, the Next steps card holds follow-up tasks. Add a task with optional due date, check it off when done, and see at a glance how many remain open. Tasks past their due date are flagged as overdue.

A lead's detail page keeps the key facts in one place: deal value, source, expected close date, and when it was created. The sidebar also surfaces the linked person and organization, with quick links through to their full directory records and shortcuts to email or call.

The relationship works both ways. On a contact's or a company's detail page, a Leads panel shows the opportunities linked to that record, including how many are open, how many were won, and the open pipeline value tied to them.

Once a lead reaches a column flagged as won, a Convert to project action appears on its detail page. Converting spins up a new active project named after the lead, carrying over the linked contact as the project's primary contact and the deal value and expected close date as starting figures.

Conversion links the lead to the new project and records the conversion in its timeline. A lead can only be converted once; after that the action shows as Converted. When the project is created you are taken straight to it.