BOS

Business Operating System

Business Growth, Made Simple

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Pipeline

Move leads through a visual funnel from research to outreach, interest, consultation, and nurture.

Manage StagesBuild Pipeline
ARM Church Outreach Pipeline16 stages

Move leads: drag cards left or right between pipeline stages.

Work the list: Log Touch moves recently contacted leads toward the bottom.

Customize stages: use Manage Stages to add, rename, or safely delete empty stages.

New Church Lead
5

Demo Pipeline Lead

Test Partner Organization

No primary contact

activeFit: 85

Last touched: May 24, 2026

TEST CHURCH 1

No organization connected

John Smith

needs_research

Last touched: May 24, 2026

GRACE TEST :LEAD

GRACE TEST :LEAD

Marcus TEST

active

Last touched: May 24, 2026

CSV Grace Church

CSV Grace Church

Marcus CSV

active

Last touched: May 25, 2026

CSV Kingdom Builders

CSV Kingdom Builders

Danielle CSV

active

Last touched: May 28, 2026

Needs Research
0
Drop leads here.
AI Researched
0
Drop leads here.
Qualified
0
Drop leads here.
Contact Found
0
Drop leads here.
First Outreach Sent
0
Drop leads here.
Called
0
Drop leads here.
Interested
0
Drop leads here.
Consultation Booked
0
Drop leads here.
Readiness Assessment
0
Drop leads here.
Proposal / Next Steps
0
Drop leads here.
Partner Church
0
Drop leads here.
Academy Launching
0
Drop leads here.
Academy Launched
0
Drop leads here.
Nurture
0
Drop leads here.
Not a Fit
0
Drop leads here.