Admin Pipeline Overview

The full lifecycle

Lead
  ↓ sendQuestionnaire
Questionnaire sent (client fills /onboarding/[token])
  ↓ submitQuestionnaire
Questionnaire complete → Discovery Call
  ↓
Proposal created
  ↓ approval
Contract sent
  ↓ signed
Invoice sent
  ↓ paid
Work Order created
  ↓ delivered
Case Study published

Lead status values

Status	Meaning
new	Just came in
contacted	Reached out
questionnaire	Questionnaire sent/in progress
qualified	Call completed, fit confirmed
proposal	Proposal being built
proposal-sent	Proposal sent to client
won	Client approved the proposal
active-project	Work in progress
retainer	Ongoing retainer engagement
closed	Finished or lost

Status colors defined in lib/lead-constants.ts.

Lead detail page layout

The /admin/leads/[id] page uses a sidebar card layout:

• PipelineStrip — horizontal progress indicator across the top
• Left column: lead info + activity log
• Right column: stage-specific cards (Stage, Value, Notes, QuickActions, Contract, Invoice, WorkOrder, Retainer)