Pipeline Summary Bar
At the top of the board, four metrics give you an instant health check of your pipeline:Board View — The Kanban
The default view is a 6-column Kanban board. Each column represents a stage in your sales pipeline.The Six Columns
Drag-and-Drop
Click and hold any lead card, then drag it to the column that matches its current status. The change is instant and optimistic — the UI updates immediately while the save happens in the background. No loading spinners, no page refreshes.Temperature Dots
Every lead card shows a coloured temperature dot based on the AI’s scoring of the call.How Lead Scoring Works
The AI evaluates 7 factors from each call to calculate the temperature:- Urgency — Did they say “emergency,” “ASAP,” or “today”?
- Service match — Does the service they need match what you offer?
- Budget signals — Did they ask about pricing without flinching?
- Timeline — Do they want something done this week or “sometime next year”?
- Decision authority — Are they the homeowner or calling on someone else’s behalf?
- Contact completeness — Did they provide name, phone, email, and address?
- Engagement — How long was the call? Did they ask detailed questions?
Lead scores update automatically. You never need to calculate anything yourself.
Table View
Switch to Table View using the toggle at the top of the page. Table view gives you:- Search — Type a name, phone number, or service to find a lead instantly
- Sort — Click any column header (Name, Date, Temperature, Status, Value) to sort
- Filter — Use dropdowns to show only specific stages or temperatures
- Bulk actions — Select multiple leads with checkboxes to move them all at once
Board View
Drag-and-drop columns. Perfect for a quick visual overview of your pipeline. Great on desktop.
Table View
Searchable, sortable list. Better for finding specific leads or working through a long list. Great on mobile.
Quick Actions on Each Lead
Click any lead to open its detail panel. From there you can:Call Lead
One click to call them back through your AI number.
Send Email
Send a follow-up email directly from the dashboard.
Send SMS
Fire off a quick text message to the customer.
Convert to Appointment
Turn the lead into a booked appointment with one click.
Tips for Managing Your Board
How often should I check my lead board?
How often should I check my lead board?
At minimum, check it every morning and every evening. HOT leads should be contacted within 5 minutes if possible.
What if a lead calls back again?
What if a lead calls back again?
The AI recognises returning callers automatically. Their existing lead card gets updated with the new call details rather than creating a duplicate.
Can I add leads manually?
Can I add leads manually?
Yes. Click the + New Lead button at the top of the board to create a lead by hand — useful for walk-ins, website enquiries, or referrals.
How do I delete a lead?
How do I delete a lead?
Open the lead detail panel and click Delete at the bottom. This is permanent. If you just lost the job, move the lead to Lost instead — that way you keep the history.
Can I assign a value to a lead?
Can I assign a value to a lead?
Yes. Click any lead to open the detail panel and enter a value. This feeds into the Pipeline Value and Weighted Value calculations in the summary bar.