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Pipeline
Calendly not connected yet. Once the client's Calendly link is added to the site, we'll connect it here too so a booked call automatically moves a lead to "Booked" — no manual dragging needed for that step. Until then, moving cards between stages (including into Booked) is manual.
Name
Contact
Coverage
Source
Date
Status
No leads yet
Submissions from the quote form and scheduling button will appear here automatically.