Pipeline and conversion

Under People & Connection → CRM - Prospects (/admin-church/crm) the board shows these summary cards:

Card	Use
Total	All active prospects in the current scope.
New	Just entered via Connect Card, kiosk, event, website form, or another source.
Contacted	First follow-up completed (or marked manually).
In a group	Confirmed participation / are in a group. Assigning a cell alone is not enough.
Converted	Promoted to member and already have a Membership record.

Filter or tap a card to narrow the list. If a search returns nothing, you will see: No prospects match your search.

Start contact

For a New or Contacted prospect with no pending contact, use Start contact on the row menu:

Add Interaction opens with the person already selected.
Complete assignee (required), instructions, and due date.
On create, status may stay New while the assigned follow-up is visible (including overdue when the due date has passed).
On complete, the server moves the prospect to Contacted (only from New).

Mark Contacted remains as a manual shortcut. If a contact is already pending, use the option that opens that assigned contact.

Follow-up filters

Use the quick filters No one assigned, Overdue, and Stalled.

Revert

Revert to {status} moves a prospect back to a previous status (for example leaving In a group). Only an admin or pastor can revert; other roles are denied. Message: Only an admin or pastor can revert this status.

Typical flow

Review a New prospect and use Start contact (assignee + instructions + due date).
When the first follow-up is done, the prospect is Contacted.
When you invite them to a group: assigning a cell does not automatically set In a group (except a Guest registered from a cell, who may enter In a group directly). Use Confirm group participation when appropriate.
When the church decides they are a member, use Promote to member (manual and irreversible). The prospect lands in Converted.

Ready to promote and Attendee

After the configurable visit threshold (default 3), a Guest may move automatically to the Attendee relationship. That is not Member.
The Ready to promote badge is a visual cue only: there is no automatic promotion. Always confirm with Promote to member (you may promote before the threshold).

Removing someone from a group

Removing someone from a group does not delete them from the CRM. Only the link is removed; the group may remain as historical reference.

What not to do

Do not assume “assign to a cell” always equals In a group.
Do not expect the system to make them a member from visits alone.
Pipeline statuses are only New, Contacted, In a group, and Converted — there is no demotion path and no Left / Deceased status on this board.