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Documentation Index

Fetch the complete documentation index at: https://docs.closethecall.com/llms.txt

Use this file to discover all available pages before exploring further.

Your Lead Board is where you track every person who calls your business. It’s a visual pipeline — inspired by Pipedrive — showing exactly where each potential customer stands, from the moment your AI receptionist captures their details to the moment you win (or lose) the job. Open it at app.closethecall.com/leads.

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Pipeline Summary Bar

At the top of the board, four metrics give you an instant health check of your pipeline: 
+-------------------+-------------------+-------------------+-------------------+
| Pipeline Value    | Weighted Value    | Conversion Rate   | Avg Deal Value    |
|    $12,450        |    $7,320         |    34%            |    $285           |
+-------------------+-------------------+-------------------+-------------------+
MetricWhat It Means
Pipeline ValueTotal value of all active leads (not Won or Lost).
Weighted ValuePipeline value adjusted by stage probability. A lead in QUOTED is more likely to convert than one in NEW.
Conversion RatePercentage of leads that reach WON out of all leads created this period.
Avg Deal ValueAverage value of WON leads. Helps you understand your typical job size.

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Board View — The Kanban

The default view is a 6-column Kanban board. Each column represents a stage in your sales pipeline. 
| NEW         | CONTACTED   | QUOTED      | BOOKED      | WON         | LOST        |
|-------------|-------------|-------------|-------------|-------------|-------------|
| * J. Smith  | * S. Patel  | * M. Jones  | * R. Brown  | * A. Lee    | * T. Clark  |
|   Boiler    |   Rewire    |   Bathroom  |   Haircut   |   Roof fix  |   No reply  |
|   HOT       |   WARM      |   WARM      |   HOT       |   $450      |   COLD      |
|             |             |             |             |             |             |
| * D. Kim    | * L. Chen   |             | * F. Ali    |             |             |
|   Leak      |   AC unit   |             |   Colour    |             |             |
|   WARM      |   COOL      |             |   WARM      |             |             |
+-------------+-------------+-------------+-------------+-------------+-------------+

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The Six Columns

ColumnWhat It MeansExample
NEWJust came in. You haven’t looked at it yet.Someone called about a boiler repair 10 minutes ago.
CONTACTEDYou’ve made contact — called back, texted, or emailed.You called them back and discussed the job.
QUOTEDYou’ve sent a price or quote. Waiting for their decision.Quote sent for a bathroom refit.
BOOKEDAppointment confirmed. Job scheduled.Haircut booked for Thursday at 2pm.
WONJob completed. Revenue earned.Roof repair done, invoice paid.
LOSTThey went elsewhere or stopped responding.No reply after 3 follow-ups.

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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.
Drag-and-drop also works on mobile and tablet. Tap and hold, then drag.

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Temperature Dots

Every lead card shows a coloured temperature dot based on the AI’s scoring of the call.
DotTemperatureScoreWhat It Means
RedHOT80-100Ready to buy now. Call them back immediately.
OrangeWARM60-79Interested but needs a nudge. Follow up today.
YellowCOOL40-59Might be shopping around. Worth a follow-up this week.
BlueCOLD0-39Low intent or just asking questions. Check in later.
Focus your time on HOT and WARM leads first. Businesses that call back within 5 minutes are 21x more likely to win the job.

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How Lead Scoring Works

The AI evaluates 7 factors from each call to calculate the temperature:
  1. Urgency — Did they say “emergency,” “ASAP,” or “today”?
  2. Service match — Does the service they need match what you offer?
  3. Budget signals — Did they ask about pricing without flinching?
  4. Timeline — Do they want something done this week or “sometime next year”?
  5. Decision authority — Are they the homeowner or calling on someone else’s behalf?
  6. Contact completeness — Did they provide name, phone, email, and address?
  7. Engagement — How long was the call? Did they ask detailed questions?
Lead scores update automatically. You never need to calculate anything yourself.

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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
+--------+---------------+----------+--------+--------+---------+
| Temp   | Name          | Service  | Stage  | Value  | Date    |
+--------+---------------+----------+--------+--------+---------+
| * HOT  | J. Smith      | Boiler   | NEW    | $120   | 2h ago  |
| * WARM | S. Patel      | Rewire   | CONTD  | $800   | 5h ago  |
| * WARM | M. Jones      | Bathroom | QUOTED | $3,200 | 1d ago  |
| * COOL | L. Chen       | AC unit  | CONTD  | $450   | 2d ago  |
| * COLD | T. Clark      | Enquiry  | LOST   | --     | 5d ago  |
+--------+---------------+----------+--------+--------+---------+

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.

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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.

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Tips for Managing Your Board

At minimum, check it every morning and every evening. HOT leads should be contacted within 5 minutes if possible.
The AI recognises returning callers automatically. Their existing lead card gets updated with the new call details rather than creating a duplicate.
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.
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.
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.