Lead Views
All Leads
Displays every lead captured across all chatbots and team members.
Features:
- View all leads in the workspace.
- Manage the entire sales pipeline.
- Monitor lead progress.
Assigned to Me
Displays only leads assigned to the logged-in user.
Features:
- Personal lead dashboard.
- Focus on owned opportunities.
- Manage assigned conversations and follow-ups.
Refresh
The Refresh button reloads the latest lead and pipeline information.
Purpose
- Sync newly captured leads.
- Update stage changes.
- Refresh assignments.
Pipeline Stages
The pipeline is displayed as a Kanban board, where each column represents a stage of the sales process.
Default stages include:
New
Newly captured leads that require review.
Contacted
Leads that have been contacted by the sales team.
Qualified
Leads that meet qualification criteria
Proposal
Leads that have received a proposal or offer.
Negotiation
Leads currently discussing pricing or requirements.
Won
Successfully converted customers
Lost
Leads that did not convert
Stage Indicators
Each stage displays:
- Stage name
- Color indicator
- Number of leads in the stage
- Delete option
Example:
New (0)
Qualified (0)
Won (0)
Add Stage
Click:
+ Add stage
to create a custom pipeline stage.
Custom Stage Features
Users can:
- Create unlimited stages.
- Rename stages.
- Assign colors.
- Reorder stages.
- Delete stages.
Examples:
- Demo Scheduled
- Follow Up
- Trial Started
- Waiting for Response
- Contract Sent
Drag and Drop
The Kanban board supports drag-and-drop functionality.
Move Leads Between Stages
New → Contacted → Qualified → Proposal → Won
Moving a lead updates its pipeline status instantly.
Reorder Pipeline Stages
Users can drag stage headers to change the order of the pipeline.
Example:
Qualified → Proposal → Negotiation
Horizontal Navigation
If many stages exist, users can:
- Scroll horizontally.
- Navigate using arrow controls.
This ensures pipelines remain manageable even with multiple stages.
Lead Lifecycle
Visitor chats with chatbot
↓
Lead captured
↓
Appears in New stage
↓
Moved through pipeline
↓
Assigned to team member
↓
Converted to customer
Team Collaboration
Lead Management integrates with:
- Team Management
- Lead Assignment
- Lead Scoring
- Inbox
- Analytics
This enables multiple users to collaborate on lead handling.
Lead Assignment
Leads can be assigned to:
- Sales representatives
- Support agents
- Account managers
- Business development teams