How-to · Clients & CRM
Track leads in your pipeline
See every inquiry as it moves from new lead to booked, so nothing slips through.
Updated June 17, 2026
Your pipeline shows every inquiry as a card moving through stages, from new lead to booked. It's how you see what needs a reply and what's close to closing.
Work your pipeline
- Open Projects to see every lead grouped by stage (the Board view).
- Drag a card to a new stage as the conversation moves forward.
- Open a card to see the full history and reply without leaving it.
Tip
Pair stages with automations: when a lead moves to "booked," have Gliss send the welcome email and first invoice for you. See How automations work.