Business tutorial: track leads with Pipeline (CRM)
Published 8/22/2026
New tool guide
Pipeline: Never Lose Track of a Lead
Pipeline is a simple CRM board built into your Business Studio. It turns every enquiry — a message, a booking request, a plan sent to a bride or client — into a card you can track from first contact to signed client, without a spreadsheet.
How cards get created
Business Studio → PipelineAutomatically: when someone messages you, requests a booking, or is sent a Client Plan, a lead card appears on your board.
Manually: add a card yourself for a lead that came in another way — a phone call, a referral, an in-person enquiry.
Moving cards through stages
Drag a card between stages as the relationship progresses — for example New → Contacted → Quoted → Client.
Auto-conversion: when a lead accepts a Client Plan or confirms a paid booking, their card moves to "Client" automatically — you do not need to do it by hand.
Why this matters
Enquiries stop falling through the cracks when they are all in one board instead of scattered across messages.
You can see at a glance how many leads are stuck at "Quoted" and follow up before they go cold.
Works alongside Client Plans and Bookings — you do not need a separate CRM subscription.
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