Contacts and Sales Pipeline

Marketing and sales often run on separate systems, so the person who clicked a campaign email and the deal a salesperson is chasing live in different records. This concept puts both into the CRM module of HeadshotMarketing, where a contact record and the deals that grow from it share one workspace with the campaigns, automation and analytics that touch them.

The contacts illustration opens with a sub-navigation for Contacts, Leads, Deals and Pipeline, and summary cards for total contacts, new contacts this month, customers and average deal size. A search field and Status and Tag filters sit above a selectable table listing each contact's name, email, company, job title, lifecycle status, tags, owner and last activity date. Status badges distinguish leads, marketing-qualified leads and customers, and tags carry context such as events attended. New Contact and Import buttons cover manual entry and bulk loading.

The pipeline illustration turns deals into a board. Columns for Lead In, Qualified, Proposal, Negotiation and Closed Won each show the total value and number of deals in that stage. Deal cards carry an account name, a value, a win probability with a progress bar, the owner's avatar and a due date, so a sales manager can see where value is concentrated and which deals are due soon. A New Deal button adds opportunities directly to the board.

Together, the screens are designed to give marketing and sales one shared picture of the funnel. The lifecycle statuses marketing tracks on the contacts table sit one tab away from the deals sales works on the board, and both live in the same workspace as the campaigns, automations and reports elsewhere in the product, so pipeline value can be read alongside the activity that produced it.