Lead Management

Prospects who are not members yet. Move them across the pipeline, keep follow-ups on time and convert the ones who say yes.

Import leads Add lead

Open pipeline

$5,438potential across 12 open leads

New4
Contacted3
Qualified3
Negotiation2
Won2

Average score69

Follow-ups overdue1

Hot 75+Warm 50 to 74Cool under 50

New

4$1,096

Rebecca Langrebecca.lang@example.com

Instagram adSilver

Next actionIntro callTomorrow

Tomás Herreratomas.herrera@example.com

Facebook adStarter

Next actionSend welcome messageToday

Grace Okaforgrace.okafor@example.com

WebinarGold

Next actionQualification callOct 24

Jonas Lindqvistjonas.lindqvist@example.com

Website formSilver

Next actionSend the brochureOct 25

Contacted

3$847

Amara Singhamara.singh@example.com

ReferralGold

Next actionFollow-up callTomorrow

Victor Alvarezvictor.alvarez@example.com

WebinarStarter

Next actionCheck in on WhatsApp2 days overdue

Naomi Frasernaomi.fraser@example.com

Instagram adSilver

Next actionBook a demoOct 26

Qualified

3$1,997

Kenji Watanabekenji.watanabe@example.com

ReferralPlatinum

Next actionSend the Platinum proposalOct 24

Isabelle Laurentisabelle.laurent@example.com

EventGold

Next actionSchedule a walkthroughOct 27

Dmitri Volkovdmitri.volkov@example.com

Website formGold

Next actionAnswer pricing questionsTomorrow

Negotiation

2$1,498

Fatima Al-Sayedfatima.alsayed@example.com

ReferralPlatinum

Next actionAgree payment termsTomorrow

Patrick Doylepatrick.doyle@example.com

EventGold

Next actionSend the contractOct 25

Won

2$348

Camila Duartecamila.duarte@example.com

WebinarSilver

Next actionConvert to memberToday

Samuel Oseisamuel.osei@example.com

ReferralStarter

Next actionOnboarding callOct 26

Leads with source, package interest, score, stage, next action and owner
	Source	Interest					Actions
RL Rebecca Langrebecca.lang@example.com	Instagram ad	Silver	54	New	Intro callTomorrow	Daniel Carter	View details Edit
TH Tomás Herreratomas.herrera@example.com	Facebook ad	Starter	31	New	Send welcome messageToday	Priya Nair	View details Edit
GO Grace Okaforgrace.okafor@example.com	Webinar	Gold	68	New	Qualification callOct 24	Liam O’Connor	View details Edit
JL Jonas Lindqvistjonas.lindqvist@example.com	Website form	Silver	47	New	Send the brochureOct 25	Mia Thompson	View details Edit
AS Amara Singhamara.singh@example.com	Referral	Gold	72	Contacted	Follow-up callTomorrow	Priya Nair	View details Edit
VA Victor Alvarezvictor.alvarez@example.com	Webinar	Starter	44	Contacted	Check in on WhatsApp2 days overdue	Daniel Carter	View details Edit
NF Naomi Frasernaomi.fraser@example.com	Instagram ad	Silver	58	Contacted	Book a demoOct 26	Ethan Brooks	View details Edit
KW Kenji Watanabekenji.watanabe@example.com	Referral	Platinum	86	Qualified	Send the Platinum proposalOct 24	Marcus Reyes	View details Edit
IL Isabelle Laurentisabelle.laurent@example.com	Event	Gold	79	Qualified	Schedule a walkthroughOct 27	Elena Petrova	View details Edit
DV Dmitri Volkovdmitri.volkov@example.com	Website form	Gold	74	Qualified	Answer pricing questionsTomorrow	Liam O’Connor	View details Edit
FA Fatima Al-Sayedfatima.alsayed@example.com	Referral	Platinum	91	Negotiation	Agree payment termsTomorrow	Daniel Carter	View details Edit
PD Patrick Doylepatrick.doyle@example.com	Event	Gold	83	Negotiation	Send the contractOct 25	Priya Nair	View details Edit
CD Camila Duartecamila.duarte@example.com	Webinar	Silver	95	Won	Convert to memberToday	Ethan Brooks	View details Edit
SO Samuel Oseisamuel.osei@example.com	Referral	Starter	88	Won	Onboarding callOct 26	Mia Thompson	View details Edit
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