If you’re managing different sales flows, like Appraisals, Listings, or Buyer Enquiries - Jumpalead makes it simple to switch between pipelines so you always know where each lead stands.

🚦 What’s a Pipeline Again?

A pipeline is a visual journey your leads follow. From first contact to conversion. You can set up multiple pipelines to reflect different lead types or services.

👇 How to Switch Between Pipelines

1. Go to the ‘Opportunities’ Tab
   From your main dashboard, click the Opportunities tab on the left-hand menu.
   
   
2. Look for the Pipeline Dropdown
   Near the top of the page, you'll see a dropdown menu labeled Pipeline.
   
   
3. Click the Dropdown
   This will reveal a list of your available pipelines.
   
   
4. Select the Pipeline You Want to View
   Just click the name of the pipeline you'd like to switch to, and your view will instantly update.
   
   

✅ Pro Tip

Use consistent naming for your pipelines (e.g. “Appraisals”, “Listings”, “Buyers”) to make switching quick and intuitive.