Leads & Pipeline Management
Turn cold prospects into loyal customers using our visual pipeline and AI tools.
Pipeline Stages
The standard pipeline follows these stages:
Identify: Initial discovery. Engage (AI): Initial AI-driven outreach. Engage (Human): Sales rep Takes over. Offering: Proposal sent. Finalizing: Negotiation and contracts. Closed: Deal finalized.Conversion Rules
Lead → Contact: Happens automatically when you send the first message via a Sequence. Lead → Account: Happens automatically when an Opportunity is marked as Won.See the University Flow Architecture for a deep dive into the automatic conversion logic.