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Euro auto repair growth OS
Precision European Auto Repair
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Learn homeLeads & inbox · 5/7

Pipeline

Kanban from new lead to won/lost for PEAR bookings.

Modules3 min readpipelinedealskanban

Pipeline

Route: `/pipeline`.

Stages:

New lead → Contacted → Booked → In shop → Won / Lost

How to work it

  1. New form / inbox lead → card in New lead
  2. First reply or call → Contacted
  3. Appointment confirmed → Booked
  4. Vehicle arrives → In shop (handoff; shop tools take over)
  5. Close Won or Lost with a short note

Workflows

Stage changes can trigger Workflows (tasks, emails). Keep stage names consistent so automations stay reliable.

On this page
How to work itWorkflows
Path checklist
  1. 1. The growth loop
  2. 2. Inbox (Conversations)
  3. 3. Leads (Contacts)
  4. 4. Forms
  5. 5. Pipeline
  6. 6. Booking & handoff
  7. 7. Sequences & Campaigns
Related
  • Leads (Contacts)
  • The growth loop