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How to use Pipeline in CoachNexa

Track every lead from first contact to signed client — so no prospect ever falls through the cracks.

⏱ About 3 min · Updated 25 Sep 2026

Here is how Pipeline works in CoachNexa, step by step.

  1. Open Pipeline

    Click Pipeline in the sidebar. You'll see all your prospects in a searchable table with their stage, last contact date and proposal value.

  2. Add a new prospect

    Click + Add Prospect. Enter their name, email, phone, source (e.g. Instagram, Referral) and an optional proposal value. Click Save.

  3. Log a discovery call

    Click a prospect's name to open their record. Set Call Date, choose an Outcome (Interested / Follow-up / Not a fit) and add notes from the conversation.

  4. Move through stages

    Update the prospect's stage as they progress: New → Contacted → Proposal Sent → Negotiating → Won / Lost. The funnel view shows your conversion at each stage.

  5. Convert to client

    When a prospect says yes, click Convert to Client on their record. This creates a full client profile and links all prospect history to them automatically.

  6. View pipeline analytics

    The top of the page shows total pipeline value, conversion rate and average time-to-close. Use these numbers to identify where leads are stalling.

Tip: Add prospects from your booking form automatically by connecting TidyCal or Calendly in Settings → Integrations. Tip: Set a Next Action date on every prospect — the pipeline flags overdue follow-ups in red so nothing goes cold. Heads-up: Converting a prospect to a client cannot be undone — confirm the name and email are correct first.

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