Your pipeline
Your pipeline lives under Opportunities. Each lead is a card, and each column is a stage in your sales process. Moving a card from one stage to the next is the single most important thing your team does in SURGE, because moving the card is what triggers the right follow-up.
Moving a card
Section titled “Moving a card”Drag the card into the column that matches what just happened. That’s it — SURGE takes care of the automated messages for that stage.
Click a card to open it and see the lead’s details, notes and history.
Which stage, when
Section titled “Which stage, when”| After you… | Move the card to… |
|---|---|
| Called and got no answer | No Answer |
| Started a real back-and-forth conversation | Active Conversation |
| Booked them in for a call | Booked Call (this often happens on its own when they book through your link) |
| Waited for a call they didn’t turn up to | Didn’t Attend Call |
| Had the call | Attended Phone Call |
| Sent them pricing or an offer | Follow Up / Proposal Sent |
| Booked their trial or first session | Booked Trial / Onboarding |
| Seen them attend their trial or first session | Attended Trial / Onboarding |
| Signed them up | Joined Offer, then Became Member / Client |
| Heard they’re not going ahead | Not Sold |
| Found the number doesn’t work | Wrong Number |
For what SURGE sends at each stage, see What we’ve set up for you.
Reading the cards
Section titled “Reading the cards”Colour shows how long a lead in New Lead, No Answer or Active Conversation has been waiting: green for days 1–3, yellow for days 4–7, red for days 8–10. Work red cards first.
Call Attempts counts how many times the card has gone into No Answer. It’s the honest measure of follow-up. Aim for at least four calls in the first 48 hours.
Leads in No Answer pop back up. Every 24 hours, a lead in No Answer moves back to New Lead so it’s at the top of your list again. That’s deliberate — it’s the prompt to call again.
Things to avoid
Section titled “Things to avoid”- Don’t add cards by hand for new leads unless you have to. Cards added manually skip the New Lead automation. See Five rules that keep things running.
- Don’t rename, reorder or delete stages. Your automations are wired to them. If a stage doesn’t suit your business, ask us and we’ll change it safely.