Understand your pipeline with Kali

Learn pipeline stages and urgency ranking.

Steps (7)

1. 1

   Open Pipeline.

2. 2

   Understand the 5 stages (New Lead → Contacted → Responded → Meeting Booked → Closed Won).

3. 3

   Locate a contact Mosi has reached — move it to "Contacted" manually.

4. 4

   Read the Kali urgency ranking on the Today screen.

5. 5

   Identify your top 3 priority deals for today.

6. 6

   Set a note on one deal ("Next action: follow up Friday").

7. 7

   Checkpoint: Today screen shows the correct top-priority deal.