How does the intelligent pipeline work?


With automatic stage progression, leads will automatically move through stages as activity occurs. 

Imagine that you source a promising lead from GitHub. This lead is placed in the “New Lead” stage. 

When you shoot them an email, their profile will automatically move to the “Reached Out” stage.

This shows everyone that you’re taking action on this lead.

If the lead then responds to your inquiry, their candidate profile will transition to the “Responded” stage. This will serve as a visual reminder that the ball is in your court.

This feature works for emails and InMails that are synced with the candidate profile.

Learn more about Lever's pipeline in the following video:


If you have any questions or concerns about this, feel free to send us a note.

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