# Move a Lead Through Your Pipeline

> Move leads between stages, mark them won or lost, convert to jobs, or delete them.

Source: https://jobwisepro.com/help/leads/move-a-lead-through-your-pipeline
Category: Leads
Updated: 2026-10-22

A [lead](/help/leads/introduction-to-leads) moves between the stages of its
[pipeline](/help/leads/customize-pipelines-and-stages). Drag a lead's card on the
[**Leads**](/go/leads) board, or click the card to open its detail panel, where the other
actions are.

## Move a lead to another stage

Use this when a lead has reached the next step in its pipeline.

1. Find the lead's card in the column for its current stage.
2. Drag the card over the column for the new stage.
3. Drop the card at its new position in that column.

The lead moves to the new stage at the spot where the card was dropped, and the move is
logged on the lead's **Activity** tab.

> **Note:** The **Stage** field in the lead's panel also moves the lead. It places the
> lead at the bottom of the new stage.

## Mark a lead won

Use this when the customer accepts the work and the final deal value is known.

1. Click the lead's card to open its detail panel.
2. Click **Mark won**.
3. Enter the amount in **Final deal value (USD)**.
4. Click **Confirm won**.

The lead's status becomes won, and its deal value is set to the amount entered.

## Mark a lead lost or abandoned

Use this when a lead will not go forward, and choose the status that fits best.

1. Click the lead's card to open its detail panel.
2. Click **Lost** or **Abandoned**.
3. Confirm the change in the dialog.

The lead's status becomes lost or abandoned, and its deal value stays the same.

## Reopen a closed lead

Use this when a won, lost, or abandoned lead needs more work.

1. Click the lead's card to open its detail panel.
2. Click **Reopen**.
3. Confirm the reopen in the dialog.

The lead's status becomes open, and the reopen is recorded in its activity.

## Turn a lead into a job

Use this when an open lead is ready to be worked as a
[job](/help/jobs/introduction-to-jobs).

1. Click the lead's card to open its detail panel.
2. Click **Convert to job**.
3. If an address dialog opens, enter **Address line 1**.
   - The dialog opens when no address on the lead, its
     [contact](/help/contacts/introduction-to-contacts), or the contact's saved addresses
     has both an address line and a city.
4. Enter **City** in the same dialog.
5. Click **Save and convert to job**.
   - Click **Save only** instead to save the address without converting.

The new job opens with the lead's title, deal value, assigned person, contact, and
service address.

> **Note:** If your plan's active job limit is reached, no job is created. See
> [Change your plan](/help/organization/change-your-plan).

## Write a quote for a lead

Use this when the customer wants a price before the work is booked.

1. Click the lead's card to open its detail panel.
2. Click **New quote**.
   - The button shows when the lead has a contact, Quotes is on your plan, and you can edit quotes.
3. Write and send the quote. The editor opens with the lead's contact filled in.

The quote belongs to the contact, so it shows on the contact's page. See
[Create a quote](/help/quotes/create-a-quote) for the editor.

## Delete a lead

Use this when a lead no longer belongs in the pipeline.

1. Click the lead's card to open its detail panel.
2. Click **Delete lead** at the bottom of the panel.
3. Click **Delete** in the confirmation dialog.
   - If the lead has linked jobs, quotes, or bookings, the dialog says how many will be
     unlinked before confirming.

The lead leaves the pipeline, and its linked jobs, quotes, bookings, and activity are
kept but unlinked.

> **Warning:** Deleting a lead cannot be undone.

## What each action needs and changes

- **Move to a stage**: Needs edit access to leads. A move into a won, lost, or abandoned stage
  also changes the lead's status when that [automation](/help/leads/automate-lead-stages)
  is on. A lead that is already won,
  lost, or abandoned keeps its status. When a move
  marks the lead won, the win is recorded at its current deal value.
- **Mark won**: Needs edit access to leads. Winning adds the win to the
  lifetime totals of the [contact](/help/contacts/introduction-to-contacts). The contact
  also gets the Customer tag when that automation is on. An invalid amount is rejected, and the lead
  stays open.
- **Deal value of a won lead**: Needs edit access to leads. The amount on the lead's
  win in its activity is updated, and the contact's lifetime total changes by the
  difference.
- **Lost or abandoned**: Needs edit access to leads. When the matching automation is
  on, the lead also moves to the pipeline's stage for that status.
- **Reopen**: Needs edit access to leads. If the pipeline has a stage for
  new leads, the lead moves into it, and the contact's totals do not change.
- **Convert to job**: Needs edit access to jobs. The button appears only for an open
  lead with no job yet.
- **Delete lead**: Needs full access to leads.

Each finalized service on an instant quote creates its own lead, once per service. Quotes linked to a lead appear on its
**Overview** tab.