Sales Pipeline

The Sales Pipeline is the home screen. It shows all open Tickets (BID_PENDING, BID_SUBMITTED) and newly Approved jobs waiting to be scheduled.

What You See

Each row shows:

• Status badge (color-coded — see Status Colors)
• Property name
• Contact name
• Assigned staff member
• Date — the contact date (tickets) or last-follow-up date

The count in the header ("6 active items") shows how many items are currently in the pipeline.

Sorting

Use the Sort buttons in the top-right to change the list order:

Sort	Description
Oldest First	Oldest contact date at the top — default
By Status	Groups by urgency: Submit Bid → Follow Up → Approved
By Assignee	Alphabetical by assigned staff name
By Follow-Up	Earliest note due date first — great for daily triage
Custom	Drag-and-drop order saved per user

Custom Sort

Custom order is stored per user — each staff member sees their own custom arrangement without affecting others.

Opening a Record

Click any row to open the ticket or job detail page.

Creating a New Ticket

Click + New Ticket in the top navigation bar to log a new customer contact.