Admin · Staff access
Lead management
Review leads and scores, filter by industry, city, source and score, and upload verified AI search results. Role-based access ensures clients cannot access other clients' records.
5
Total leads
64
Avg readiness
2
Booked consultations
1
Conversions
| Lead | Industry | City | Source | Score | Stage | Assignee | Actions |
|---|---|---|---|---|---|---|---|
Maria Lopez Lopez HVAC Co. | HVAC | Austin | Organic | 72 | Assigned | Jordan | |
David Chen Chen Legal Group | Legal | Toronto | Paid — Google | 58 | New | — | |
Sofia Reyes Reyes Retail | Retail | Madrid | Organic | 84 | Consultation booked | Sam | |
James Okafor Okafor Dental | Healthcare | Houston | Referral | 41 | New | — | |
Elena Costa Costa Construction | Construction | Lisbon | Paid — Meta | 66 | Converted | Jordan |
Admin access is role-based. Clients can only view their own records; staff can review all leads, scores, and verified AI search results. Demonstration data shown here — not real customer records.
Trial tracker
One record per trial with a 7-day checklist. Counting missed calls is part of the trial; turning on text-back is not.
Start date
2026-11-12
Results-call date
2026-11-18
Owner
Jordan
Status
Active
Setter call screen
One lead at a time with pre-call research and call context.
Lead
Maria Lopez
Lopez HVAC Co.
- City
- Austin
- Industry
- HVAC
- Weakest categories
- AI measurementReputationConversion readiness
- Competitors
- Acme HVACCoolAir ProsTexas Comfort
Pre-call research
Entered by staff from real prompt testing. Never auto-generated.
3 prompts tested
No pre-call research entered yet.