CRM OS
Leads
Pipeline · timeline · tasks · demo · 6 shown
| Name | Stage | Score | Source | SMS | Next |
|---|---|---|---|---|---|
| Jordan Blake | Qualified | hot | granted | Call before 10:00 | |
| Sam Rivera | Contacted | warm | Landing page | granted | Confirm budget band |
| Avery Chen | New | warm | Meta Lead Ad | granted | Let AI continue first contact |
| Morgan Ellis | Showing | hot | Referral | granted | Review property brief |
| Casey Nguyen | Contacted | cold | Open house | granted | Approve reheat sequence |
| Riley Brooks | New | warm | Website | unknown | Obtain SMS consent before text |