A sales pipeline where every deal has an owner and a next step

Every deal on one board

Each stage is a column and each deal a card. Name the stages after the way you actually sell, such as New, Contacted, Site visit, Negotiation and Won, and change their order as your process changes.

Leads arrive with an owner

A new lead goes straight to a salesperson, in turn, so it never waits in a shared inbox for someone to pick it up. The card shows who owns it, and everyone can see who is handling what. See how leads get into Superlane.

Know where every deal came from

Each lead keeps its source: the website form it came through and the campaign that brought the visitor. When a deal is won, you can see which campaign earned it.

A next step on every deal

Every deal should carry its next action and a date: a call, a visit, a quote. Deals with no next step stand out, so they get attention before they go cold. A deal with no next step is one of the commonest forms of lead leakage.

One pipeline per way of selling

Run new-customer sales, partner sign-ups and renewals as separate pipelines, each with its own stages, so one board never mixes two processes.