Pipeline & Leads
Manage your leads through the sales pipeline.
Pipeline Stages
| Parameter | Type | Description |
|---|---|---|
| Inbound | stage | New leads from webhooks, forms, or manual entry |
| AI Qualifying | stage | Being enriched and scored by AI |
| High Intent | stage | Scored 80+ — an outreach draft is being generated |
| Ready for Human | stage | A positive reply came in — ready for your personal follow-up |
| Closed Won | stage | Deal closed successfully |
| Closed Lost | stage | Deal lost or lead disqualified |
Kanban Board
The Pipeline page displays leads in a Kanban board. Click any lead card to open the detail view with full AI intelligence, events, and email sequences.
Lead Detail View
Each lead page shows:
- AI context summary and buying signals
- Intent score and pipeline stage
- Outreach email draft (if generated)
- Email sequence status and replies
- Event timeline (all actions taken on the lead)
- Close as Won/Lost with revenue tracking
Email Sequences
For high-intent leads, create an email sequence from the lead detail page. Sequences can be AI-generated or manually written. Supports automated and manual send modes.