Every buyer conversation becomes a row in your supplier pipeline at /my-supply/leads. Reps who treat the pipeline as a live tool win more deals than reps who treat it as a memory aid.
Where the pipeline lives
/my-supply/leads · one row per buyer you're talking to. Sorted by last activity. Filterable by stage.
The stages
- New · RFQ landed, not yet responded to.
- Qualified · responded + discovery call booked or held.
- Proposing · proposal sent, awaiting decision.
- Negotiating · revisions or commercial discussion in progress.
- Won · contract signed.
- Lost · buyer chose another supplier or paused.
Updating a row
Click the stage badge on any row. Pick the new stage from the dropdown. Add a one-line note ("waiting on legal sign-off"). The update is timestamped.
Why ops cares
The pipeline tells the matching engine two things · who you're already talking to (so we don't surface overlapping briefs) and how long you take at each stage (so we calibrate match volume to your bandwidth).
If your pipeline shows 15 "Proposing" rows older than 30 days, we throttle new RFQ allocation · giving you 5 fresh briefs while 15 are in flight is unkind.
Weekly cadence
Update stages weekly · not after the fact. 10 minutes on Friday is enough. Three things to do each week:
- Move any rows that progressed this week.
- Add a note to any rows that didn't · what's the next step?
- Mark "Lost" honestly when a deal dies · clean pipeline beats inflated pipeline.
Reading your win rate
The pipeline summary at the top shows win rate by quarter, average cycle time, and average deal size. The year-end review of whether you're on the right tier uses these numbers · keep them clean.
Live tool, not memory aid. The discipline pays back every week.