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.

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.