The pipeline shows your prospects as cards, with one column per status (New, Email sent, To contact again…). At a glance, you can see where each request stands, and you move a prospect forward by dragging its card.

Open the pipeline

Go to the Contacts > Prospects menu, then click Pipeline in the List / Pipeline switch at the top right.

Fotostudio remembers your last choice: next time, the Prospects menu opens straight on the view you used.

Reading a card

Each card shows:

• the prospect's name;
• the type of shoot they're interested in (the Interested in field);
• the date of the planned shoot, if there is one;
• their next open task and its due date;
• how long they have been a prospect, and their source.

Within a column, the most recent prospects are at the top. The number of prospects in each status is shown next to its name.

Changing a prospect's status

Drag the card into the column of the new status. You can also open the card and pick the Status from the list.

The prospect window

Click a card to open the prospect window. It shows:

• their open Tasks: click a task to open it, or click Add a task to create one linked to this prospect;
• their planned shoot;
• their status, email, phone, what they're interested in, their source and the date they came in.

The buttons at the bottom let you Open record, Send an email, Edit the contact or Delete it. If they already have documents, they will be archived instead of deleted.

Tasks added here also appear on your task board (Calendar > Tasks).

Managing the columns

The pipeline columns are your prospect statuses. You can manage them right from the pipeline:

• Add a status, on the far right, creates a new column;
• a column's menu (the three dots) lets you Rename or Hide it;
• the handle to the left of the name lets you change the order of the columns.

The New status receives new prospects (those from your contact forms, for example): its name cannot be changed.

A hidden column is still a valid status. To show it again, open the pipeline settings (gear icon at the top right), under Hidden columns, and click its name. The same menu also gives access to Manage lead statuses, which is the Contacts > Settings > Prospect statuses page.

Filtering the pipeline

The bar above the pipeline lets you:

• Search for a lead by name;
• filter by Interested in (type of shoot);
• filter by Arrival date: any date, this year, last year, the last 12 months, or between two dates of your choice;
• filter by Source.

The arrival date filter is also available in the List view.

Updated on: 04/11/2026