Workspace reset point
No leads match the current view
No leads have been added to this workspace yet.
Open leads empty statePipeline
4
Active lead records in this workspace.
Interested
1
Leads closest to a scoped offer conversation.
Replied
1
Contacts that need a tighter next-step follow-up.
Closed
1
Conversions already ready for client onboarding.
Search and States
Filter the pipeline
Search by lead, business, service line, or status before planning the next follow-up.
| Lead | Service | Status | Next action |
|---|---|---|---|
Jessa Mercado Mercado Home Supply | Monthly bookkeeping starter | Interested | Send the bookkeeping starter scope and pricing summary. |
Ralph Dizon Dizon Creative Studio | Freelancer tax compliance | Replied | Share the freelancer compliance checklist and propose a 20-minute consult. |
Mika Torres Torres Events | Payroll and remittances | New | Send the first acknowledgment and qualification questions. |
Paolo Chua Chua Distribution | Tax compliance retainer | Closed | Transition into client onboarding and document collection. |