Sales pipeline

The Students section has two views: a List and a Pipeline. The pipeline is a kanban board that shows where each student stands, from first contact to a long-term learner.

Switch to the pipeline

On Students, use the List / Pipeline toggle. The pipeline shows one column per stage, with a card for each student.

Stages

Out of the box, a student moves through these stages:

• Lead — a new prospect, not yet committed.
• Trial — taking a trial lesson.
• Enrolled — signed up.
• Active — taking lessons regularly.
• Paused — temporarily on a break.
• Churned — has left.

Move a student

Change a student's stage in two ways:

1. Drag their card to another column, or
2. open the card's Move menu and pick the new stage.

The board updates immediately, and the change is reflected on the student's record. A pipeline card is a student record — there is no separate "lead" or "deal" object.

Customize the stages

Stages are not fixed. In Settings > Pipeline you can rename them, change their color, and reorder the funnel to match how your structure works.