Leads & Sales CRM

A pipeline is a single sales process — for example, "Enterprise Sales", "Series A Round 2025", or "Partnership Opportunities".

1. On the Lead Pipelines page, click Create Pipeline in the top-right.
2. Fill in the dialog:
   • Pipeline Name — for example, "Enterprise Sales Q1".
   • Description — what this pipeline tracks.
   • Default Pipeline — toggle on if new leads should land here automatically.
   • Shared Access — pick team members who can see and update leads in this pipeline.
3. Click Create Pipeline. Nautis adds a default set of stages (you can change them later).

1. From the Lead Pipelines page, click a pipeline card to open it.
2. Inside, you see a Kanban board: one column per stage, leads as cards.
3. Click New Lead in the header (or Create Lead on the empty state).

In the Create New Lead dialog:

• Lead Type — choose Individual (a single person) or Company (an organization with one or more contacts).
• Company Name (companies only) — for example, "Acme Corp".
• Contacts — for an individual, this is the person you're selling to. For a company, add each person you talk to, mark one as the primary contact, and include name, email, phone, and role.
• Deal Value and Currency — how much this deal is worth.
• Priority — Low, Medium, High, or Urgent.
• Expected Close Date — when you expect to win or lose this deal.
• Description — context about the deal.
• Source — Website, Referral, LinkedIn, Cold Call, Cold Email, Event / Conference, Partner, Social Media, Advertisement, Inbound, or Other.
• Tags — comma-separated labels like enterprise, urgent, Q1.

Click Create Lead. The card appears in your first stage.

• On the Kanban board: drag a card from one stage to the next.
• From the lead details: click the card, then change the stage in the right-hand panel.

When you drop a card into a Closed Won or Closed Lost stage, Nautis updates the lead's status and rolls the value into your won/lost metrics.

1. Open the pipeline.
2. Open the manage-stages dialog from the pipeline actions menu (or the Manage Pipeline Stages button in the header).
3. To add a stage, type a name (for example, "Qualification" or "Proposal"), tick Closed Won or Closed Lost if it's a final state, then click Add.
4. To edit a stage, click the pencil icon next to it. To delete, use the trash icon — you'll get a confirmation prompt.
5. Drag stages to reorder them. The Kanban board updates immediately.

Every pipeline can have its own stages, so a sales pipeline and a partnership pipeline don't have to share the same flow.

Click any lead card to open the full detail view. It has six tabs:

• Details — name, value, contacts, source, priority, expected close date, tags, custom fields. Edit anything inline.
• Notes — your private notes about the deal.
• Activity — a timestamped log of everything that's happened to this lead.
• Meetings — schedule or log calls and meetings with this lead.
• Comments — discussion threads with your team about this lead.
• Files — attach proposals, contracts, decks, or anything else.

Use Edit to change top-level fields, Delete to remove the lead.

1. On the pipeline page, use the search bar to find leads by name, contact, or description.
2. Click Filters to narrow by Status, Priority, or Source.
3. Tick the checkboxes on multiple cards (or rows in the table view) to select them, then use the bulk-action menu to move, delete, or change them all at once.

Switch between Kanban and Table view using the toggle in the toolbar.

Open the sidebar with the Overview toggle to see:

• Total — how many leads are in the pipeline right now.
• Active — leads not yet won or lost.
• Won — leads in any Closed Won stage.
• Value — total pipeline value in USD (Nautis converts other currencies for you).
• Forecast Panel — projected close dates and revenue.
• Sales Leaderboard — which team members closed the most this period.

You also get a Win/Loss Analysis view and Advanced Currency Analytics to compare deals across currencies.

1. From the pipeline page, open the Automation Rules panel.
2. Add a rule — for example, "When a lead moves to Negotiation, set priority to High."
3. Save. The rule fires every time the trigger condition is met.

Use rules to assign leads, send reminders, and update fields without manual work.