Leads — SOP
How this module works — Generated 26 Sep 2026
CRM pipeline core — captures, scores, and tracks every lead through the sales pipeline, with team-assignment, activity-logging, AI-assisted next-actions, and a fully customizable taxonomy (categories, sources, goals, and more).
Sections
🗂️ Kanban Pipeline
Every lead in one status-pipeline view — new, hot, warm, cold, negotiating, proposal sent, converted, or lost.
🔍 Filters & Search
Search by name, phone, or company, and filter by status, source, category, or assigned team member.
👁️ Lead Detail & 360 View
Open any lead for its full activity timeline, invoices, proposals, nurture journey, and conversation history in one place.
⚙️ Manage Settings
Add, edit, or remove your own categories, sources, goals, conversation types, and outcomes — no hardcoded lists.
Step-by-Step Workflow
1
Add a new lead manually, or import a batch — duplicates are checked automatically by phone or name.
2
Track it through the status-pipeline as it moves from new to hot, warm, or cold, through to negotiating and proposal-sent.
3
Use AI-assisted next-actions and closing-scripts to decide what to do next, with a rule-based fallback if AI is unavailable.
4
Log every call, WhatsApp message, or meeting as an activity — the score updates automatically as engagement changes.
5
Open View 360 any time for the complete picture — timeline, invoices, proposals, nurture status, and conversations together.
Connections
🔗 Follow-up
Primary data-source, with real-time sync — every lead/score/status change reflects there instantly.
🔗 Nurture
A status change here automatically triggers nurture-sequence enrollment for that lead.
🔗 Sales Report
Reads Leads data directly for all its analytics — no separate/duplicate data entry.
🔗 Lost Deal Analyzer
Analyzes every lost-status lead here, sharing the same lost_reason taxonomy for consistency.
🔗 Churn/Retention
Generates AI retention-scripts directly from this lead data.