Leads & scoring
Triage what came in and decide what deserves your attention.
Open Leads.
A lead is an opportunity — someone who contacted you and might become a customer.
How leads are created
Automatically from inbound activity: a widget callback, a call the AI qualified, an inbound message. You can also add one manually.
What is on a lead
Lead score
The AI's grade against your criteria.
Qualification
The answers it established, and its reasoning.
AI lead brief
A short written assessment.
How they came in
Channel, campaign and source.
Collected from the caller
The fields your call types captured.
Activity
Every interaction, on one timeline.
Assignment
Whose job this is.
Scoring
Scores come from the criteria you set under Lead qualification.
Use the score to order your day, not to discard people. A low score means "do not drop everything for this"; it does not mean the person is worthless.
Triage
A practical rhythm:
Sort by score, newest first.
Work the high scores immediately — speed of response matters more than almost anything else in converting an inbound lead.
Batch the middle.
Let the low ones wait, but do not let them rot.
Assignment
Assign each lead an owner. An unassigned lead is nobody's job and will sit.
Status
Move leads through their lifecycle as things happen. Not qualified is a legitimate and useful outcome — recording it honestly keeps your reporting real and stops you working the same dead lead twice.
Filtering
Filter by score, status, channel, campaign, owner, country and more. Save the views you use.
Two worth keeping: unassigned leads, and high-score leads not yet contacted.
Snoozing
Snooze a lead that is real but not now. It comes back when you asked rather than cluttering your queue.
Spam
Block it on a lead blocks the contact. Not spam reverses a wrong call. Some leads are also flagged by IP — IP blocked and the visitor's IP location are shown where available.
Creating a deal
When a lead is a real opportunity with a value, Create deal. See Deals & pipeline.
Notes and activity
Add notes as you work. Everything appears on the activity timeline with calls and messages, so the next person to pick it up has the full story.
Tuning your scoring
After a few weeks, compare scores against what actually converted. If high scorers are not closing, your criteria describe the customer you want rather than the one you win. Adjust them.