Overview
Your sales pipeline is the heartbeat of your business. Structur's Leads Pipeline helps you track every opportunity from initial inquiry through proposal, ensuring no potential project falls through the cracks.
This guide shows you how to use the Leads Pipeline to organize opportunities, track progress, and convert more leads into projects.
Understanding the Leads Pipeline
What It Does
The Leads Pipeline visualizes where every opportunity sits in your sales process:
Track lead status at a glance
Organize by customizable stages
Filter to see your leads vs. company-wide
Move leads forward automatically or manually
Convert qualified leads to active projects
When to Use It
Use the Leads Pipeline to:
Track where every lead sits in your workflow
Quickly create new leads and keep details organized
Customize stages including custom stages
Use automations to move items forward automatically
Filter to see what's assigned to you vs. everything in the company
Accessing the Leads Pipeline
In the left panel, click the user icon
You'll land in the Leads Pipeline
Leads are grouped into stages
Default Lead Stages
Structur provides built-in stages for a typical sales process:
New Lead
Fresh inquiries just entered into the system
Starting point for all new opportunities
Ballpark Sent
Quick rough estimate provided to client
Used for early-stage qualification
Qualified Lead
Lead meets your criteria for pursuing
Worth investing time in detailed estimating
In Design
Project details being finalized
Plans and specifications in development
Estimating
Creating detailed cost breakdown
Building formal estimate
Proposal Sent
Professional proposal delivered to client
Awaiting client decision
Qualified Out
Lead determined not to be a good fit
Archived but retained for reference
Using Lead Filters
At the top of the pipeline, switch between views:
All Leads
Shows all leads except Lost Leads
Complete company-wide view
See the entire sales pipeline
My Leads
Shows only leads where you are assigned in these roles:
Sales rep
Estimator
Project manager
Superintendent
Focus on your personal responsibility
Reduces clutter and improves focus
Lost Leads
Shows only leads tagged as lost
Review why opportunities didn't convert
Learn from past losses
Pipeline View Options
Switch between different views for different purposes:
Board View
Visual kanban-style columns
Drag and drop to move stages
Quick stage updates
Fast lead entry at bottom of columns
Best for daily pipeline management
List View
Spreadsheet-style layout
See more details at once
Sort and filter easily
Best for detailed review
Dashboard View
High-level metrics and insights
Pipeline health indicators
Conversion statistics
Best for reporting and analysis
Adding New Leads
Option A: Full Lead Entry
Click New Lead (top-right)
Fill out complete lead details:
Name
Creation date
Stage
Project type (customizable)
Project address
Description
Design team (architects/engineers)
Proposal due date
Lead source (customizable)
Estimated project amount (range)
Confidence level
Notes
Client information
Save to create the lead
Option B: Quick Add (Board View)
Switch to Board view
At the bottom of any stage column, click New Lead
Type the lead name
Lead is created immediately in that stage
Add details later as needed
Client Information
When adding a lead, you can:
Choose Existing Client:
Select from your client database
All contact info auto-populates
Links lead to client history
Create New Client:
Add client directly from lead form
Client is added to your database
Saves time on data entry
Managing Lead Stages
Customize Default Stages
Click Settings in Leads Pipeline
For built-in stages, you can:
Change the color
Set as visible or not visible
Note: Cannot delete built-in stages
Create Custom Stages
Click New Custom Stage
Enter:
Stage name
Text color
Background color
Border color
Visibility toggle
Click Save
Custom Stage Examples:
Site Visit Scheduled
Pending Client Approval
Awaiting Documents
Follow-up Needed
Negotiating Terms
Lead Automations
Structur automatically moves leads through stages based on actions:
New Lead Stage
Leads from the embed form automatically start here
Captures all website inquiries
Estimating Stage
When you create the first estimate
Lead automatically moves to Estimating
No manual stage update needed
Proposal Sent Stage
When you send the proposal
Lead moves from Estimating → Proposal Sent
Tracks proposal delivery automatically
Move to Projects Pipeline
When proposal is approved
Lead moves from Proposal Sent → New Project
Transitions to Projects Pipeline
Becomes an active project
Lightning Bolt Icon:
Stages with automations show a lightning bolt icon in Board view
Click it to see which automation is active
Best Practices
Daily Pipeline Management
Start Your Day:
Open My Leads filter
Review leads in each stage
Identify actions needed today
Move leads forward as appropriate
Use Board View:
Quick visual overview
Fast updates with drag and drop
Easy stage transitions
Keep Data Clean
Maintain Accuracy:
Update lead status promptly
Add notes as conversations happen
Track confidence levels realistically
Document proposal due dates
Required Fields:
Name
Creation Date
Stage
Client
Use Assignments
Assign Roles:
Sales rep - who found the lead
Estimator - who builds the estimate
Project manager - who will run the project
Superintendent - who will supervise on-site
Benefits:
Clear ownership and accountability
My Leads filter works correctly
Notifications go to right people
Smooth handoffs between stages
Customizing Field Options
Project Types
Customize to match your business:
Residential renovation
Commercial ground-up
Multi-family
Tenant improvement
Custom home
Lead Sources
Track where leads come from:
Website
Referral
Past client
Marketing campaign
Trade show
Cold outreach
Common Questions
Q: Can I delete built-in stages?
No. You can hide them by making them not visible, but cannot delete default stages.
Q: What happens to leads in hidden stages?
They remain in the system but don't appear in the pipeline view.
Q: Can I have multiple leads for the same client?
Yes. Clients can have multiple projects/opportunities.
Q: Do automations override manual stage changes?
No. You can manually move leads at any time. Automations only trigger on specific actions.
Q: What's the difference between Qualified Out and Lost Lead?
Qualified Out is a stage for leads you chose not to pursue. Lost Leads is a filter for leads marked as lost (client chose competitor or decided not to proceed).
Common Mistakes to Avoid
❌ Don't | ✅ Do |
Leave leads in wrong stages | Update stages promptly |
Forget to assign roles | Assign appropriate team members |
Skip confidence levels | Track all key information |
Ignore proposal due dates | Follow up consistently |
Let leads go stale without follow-up | Keep stage structure simple |
Create too many custom stages | Review pipeline weekly |