Pipeline and conversion
The /admin-church/crm pipeline has three statuses:
| Status | Use |
|---|---|
| New | The prospect has just arrived through a Connect Card, kiosk, or event. |
| Contacted | An owner has completed the first follow-up. |
| Converted | The prospect became a member and a member record was created. |
Flow
- Review a New prospect and assign an owner.
- Record the call, visit, message, or meeting in
/admin-church/interactions. - Mark the prospect Contacted.
- When appropriate, select Convert to member. Ministrium creates the record in
/admin-church/membersand changes the status to Converted.
Use the Total, New, Contacted, and Converted cards to monitor progress. Do not add extra stages: v2.0 uses this three-status flow.
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