> ## 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.
# Lead Board
> Track every potential customer from first call to completed job with a Pipedrive-style Kanban board, pipeline metrics, and powerful table view.
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](https://app.closethecall.com/leads).
## 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 |
+-------------------+-------------------+-------------------+-------------------+
```
| Metric | What It Means |
| ------------------- | --------------------------------------------------------------------------------------------------------- |
| **Pipeline Value** | Total value of all active leads (not Won or Lost). |
| **Weighted Value** | Pipeline value adjusted by stage probability. A lead in QUOTED is more likely to convert than one in NEW. |
| **Conversion Rate** | Percentage of leads that reach WON out of all leads created this period. |
| **Avg Deal Value** | Average value of WON leads. Helps you understand your typical job size. |
## 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 | | |
+-------------+-------------+-------------+-------------+-------------+-------------+
```
### The Six Columns
| Column | What It Means | Example |
| ------------- | --------------------------------------------------------- | ---------------------------------------------------- |
| **NEW** | Just came in. You haven't looked at it yet. | Someone called about a boiler repair 10 minutes ago. |
| **CONTACTED** | You've made contact -- called back, texted, or emailed. | You called them back and discussed the job. |
| **QUOTED** | You've sent a price or quote. Waiting for their decision. | Quote sent for a bathroom refit. |
| **BOOKED** | Appointment confirmed. Job scheduled. | Haircut booked for Thursday at 2pm. |
| **WON** | Job completed. Revenue earned. | Roof repair done, invoice paid. |
| **LOST** | They went elsewhere or stopped responding. | No reply after 3 follow-ups. |
### 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.
## Temperature Dots
Every lead card shows a coloured temperature dot based on the AI's scoring of the call.
| Dot | Temperature | Score | What It Means |
| ------ | ----------- | ------ | ------------------------------------------------------ |
| Red | **HOT** | 80-100 | Ready to buy now. Call them back immediately. |
| Orange | **WARM** | 60-79 | Interested but needs a nudge. Follow up today. |
| Yellow | **COOL** | 40-59 | Might be shopping around. Worth a follow-up this week. |
| Blue | **COLD** | 0-39 | Low 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.
## 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.
## 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 |
+--------+---------------+----------+--------+--------+---------+
```
Drag-and-drop columns. Perfect for a quick visual overview of your pipeline. Great on desktop.
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:
One click to call them back through your AI number.
Send a follow-up email directly from the dashboard.
Fire off a quick text message to the customer.
Turn the lead into a booked appointment with one click.
## 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.