What each stage means, and who moves the card

You'll be able to: define each stage so a card's position always tells the truth. A pipeline is only useful if a card's stage is true. "Consult scheduled" must mean there is a date on the calendar, not that you meant to call them back.

This is how the lesson opens. The full lesson and its knowledge check are in the academy, with an account.

See every lesson in Intake That Signs, Part 1: Setup and Fast Replies