Pipeline and conversion

The pipeline is the visual tool for moving prospects toward membership. Think of it as a sales kanban, but in church language.

Default stages

Stage	Meaning	Typical action
New	Just filled a Connect Card or registered	Welcome email, assign to a leader
Contacted	A leader has made first contact	Confirm interest, schedule a visit
Visit confirmed	Came back or scheduled another visit	Sunday accompaniment
In cell group	Attends a group regularly	Invite to membership class
Membership class	Taking or finished the class	Pastoral decision
Member	Promoted	Exit the pipeline

Customize stages

Stages are configurable from CRM → Pipeline → Configure stages. You can:

Rename stages (e.g. “Visit confirmed” → “Visit 2+”)
Add up to 3 extra stages
Reorder
Set a default action on stage entry (email, reminder for staff)

Renaming stages affects history

If you rename a stage, prospects who already passed through it show the new name in history. This is to keep consistency. If you delete a stage, prospects in it move to the previous one.

Move a prospect

Three ways:

Drag & drop in the kanban view (CRM → Pipeline).
From the record: [Prospect] → Current stage → Change.
Bulk: select several and use Actions → Move to stage.

Every move is audited.

Pipeline metrics

In CRM → Pipeline → Metrics:

Conversion rate stage by stage: % of prospects who moved from stage N to N+1.
Average time in stage: how long it takes a prospect to advance.
Bottleneck: the stage where most prospects get stuck.
Overall conversion rate: % of “New” who reached “Member” in the last 90 days.

Useful filters

Stuck >30 days: prospects that have been more than a month in the same stage.
Unassigned: prospects with no responsible leader.
By source: compare Connect Card vs Event conversion.

Use case

Every Monday the evangelism pastor opens the pipeline, filters “stuck >30 days in Contacted”, and assigns those cases to welcome leaders with a follow-up reminder.