How to View and Manage Leads in Your Pipeline

Created by Mariella Padiernos, Modified on Wed, 30 Apr at 6:33 AM by Mariella Padiernos

? Step-by-Step: Viewing Your Pipeline

Step 1: Log in at https://app.attorneyfuel.com

Step 2: Click “Opportunities” on the left menu.

Step 3: Select your pipeline (e.g., New Leads, Consultation Booked, Retained)

Step 4: Use drag-and-drop to move leads across stages

You can also click on a lead card to:

View contact details
Send a message
Add notes
Change pipeline stage

? Tip: Use filters at the top to sort by stage, date, or status.