marigold

move leads through your pipeline

drag cards across stages — new, contacted, quoted, won, lost — to keep your pipeline current.

3 steps~2 min

1
switch to pipeline view
in marigold, click the "pipeline" tab. each stage is a column.
2
drag leads between stages
grab any card and drop it in a new column. you can also open a lead and pick a stage from the dropdown.
3
log activity as you go
click any lead to open their detail panel. log calls, meetings, and notes — they show up in a chronological feed and follow the lead into dragonfly when they convert.
tip
stale leads (no activity in 14+ days) get a soft warning badge. helps you spot deals slipping through the cracks.

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