HelpGetting StartedPipelines & Stages
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Pipelines & Stages

How to use Kanvo Kanban pipelines to manage leads, estimates, and jobs.

🕐 5 min readGetting Started

Kanvo ships with three default pipelines: Leads, Estimates, and Jobs.

PipelineDefault stagesWhat moves here
LeadsNew > Contacted > Qualified > Won / LostInbound inquiries
EstimatesDraft > Sent > Approved > Won / LostQuotes from won leads
JobsScheduled > In Progress > Completed > InvoicedActive work orders
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You can create additional pipelines for specialized workflows from the Pipelines settings page.

pipelinekanbanleadsestimatesjobs