---
title: 2. Managing the Pipeline
description: "Your **[CRM](https://clients.financevine.ca/docs/crm-your-secret-weapon-for-success-with-financevine-leads/)** helps you visualize and manage your sales pipeline. You can track leads as they progress through various stages, such as: - **New Lead:** Leads received from **FinanceVine** are automatically added to your [CRM](https://clients.financevine.ca/docs/crm-your-secret-weapon-for-success-with-financevine-leads/) *if* integrated with us. -…"
url: "https://clients.financevine.ca/docs/crm-1-managing-the-pipeline/"
updated: "2025-03-27"
category: 7. CRM Best Practices
---

# 2. Managing the Pipeline

Your **[CRM](https://clients.financevine.ca/docs/crm-your-secret-weapon-for-success-with-financevine-leads/)** helps you visualize and manage your sales pipeline. You can track leads as they progress through various stages, such as:

- **New Lead:** Leads received from **FinanceVine** are automatically added to your [CRM](https://clients.financevine.ca/docs/crm-your-secret-weapon-for-success-with-financevine-leads/) *if* integrated with us.
- **Contacted:** Track your outreach efforts and record the outcomes of your initial contact.
- **Consultation Scheduled:** Manage scheduled consultations and send automated reminders.
- **Application Submitted:** Monitor the status of submitted applications.
- **Closed Won/Lost:** Track successful conversions and analyze reasons for lost opportunities.

By visualizing your pipeline, you can identify bottlenecks, prioritize follow-ups, and *optimize*your sales process.