video1.0<iframe src="https://www.loom.com/embed/cac2254bb526465f8218ee26172df4f6" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/cac2254bb526465f8218ee26172df4f6-1cd0b40e14c566a5.gif539.95This Loom introduces Sage Care’s Pipeline view, a new way to track every lead’s progress through intake stages directly inside Sage. It replaces the need for separate spreadsheets or other systems by displaying a board organized by stage, with counts for prospects and active clients and the ability to move leads forward by dragging cards. Default prospect stages include New lead, Initial phone call, Assessment scheduled, Wants to meet candidates, Needs contract, Expecting client signature, and Ready to schedule care, and cards show last contacted plus days in stage, turning amber if over two weeks. The view also includes lead previews with call and email options, editable stage names, and locked entry and exit stages; the board is web-only while mobile handling is mentioned briefly.