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Managing your lead pipeline
Use the lead funnel, statuses, and notes to move leads from first contact to closed deal.
Lead statuses
Every lead moves through a pipeline of statuses:
- New — just added, not yet contacted
- Contacted — you have reached out at least once
- Qualified — confirmed this is a real opportunity
- Proposal — a proposal or quote has been sent
- Won — deal closed successfully
- Lost — not moving forward
Updating a lead
Click any lead to open the detail panel. From there you can:
- Change status by clicking the status badge
- Add notes (saved with timestamp)
- View the AI score and scoring breakdown
- See all related signals and activity
- Create a proposal directly from the lead
Funnel view
Switch to Funnel View to see all leads organized by stage in a Kanban-style board. Drag and drop leads between stages to update their status.
Bulk actions
Select multiple leads using the checkbox and use bulk actions to: change status, add tags, assign to team member, or export to CSV.
Lead activity feed
The AI agent tracks changes to your leads — score increases, website visits (if you have the embed installed), email opens, and CRM activity — and surfaces important changes as signals in your inbox.