WORKSHOPS Codesigning + delivering · sibling to PAGs
Lead pipeline
Lens over org_interactions filtered to
lead_program = 'cb-plg'. Set lead_status on
an interaction to surface it here. Workshop pipeline targets: LWB, MHACA,
NT Friendship, Casa, Joyful Souls, Bindi.
Contacted
…
Interested
…
Booked
…
Completed
…
Cold
…
Declined
…
Each card has a status dropdown — pick a new stage to move the lead between columns.
Create new leads on the interactions log page by setting
lead_program=cb-plg and a lead_status when you log the contact.