One board per way you sell — door knocks, referrals, service upgrades, whatever you actually run. Each with its own stages, its own colour, and a card that lets you call the person without leaving it.
Build them, name them, give them an icon and reorder the stages by dragging. A pipeline with leads still in it cannot be deleted out from under them.
The lead's phone and email are on the card and both are one tap. The follow-up happens where you noticed it was needed.
Quiet for three weeks, or ten days quiet at twenty per cent or less — the card turns cold and the deal is listed as an anomaly on Reports. Cooling gets flagged a week earlier.
The same phone number or the same address arriving twice is caught, badged on the card, and offered as a merge. Two reps ringing the same homeowner is the kind of thing you only find out about from the homeowner.
Bulk CSV import with a downloadable template and a preview before anything is committed, and an option to file every imported row into a pipeline as a lead in the first stage.
The board's search reads the linked homeowner record too, so a phone number or an address finds the deal even when the lead was entered under a different name.
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