Customers and pipeline

Under Customers, each customer has a stage — Prospect, Negotiating, Customer or Inactive —, the next action agreed with its date, and a potential value. The Pipeline at the top counts how many are in each stage and adds up the value.

1. Pick the stage in each customer's Status field.
2. Write the next action and its date; once the date passes, it shows as Overdue.
3. Click a stage in the Pipeline, or the overdue notice, to see only those customers.