Follow-ups
Every open lead has a next follow-up: a date someone set, or the rule (by the AI verdict for new leads, then new leads within a day, contacted leads chased after 4 days, qualified leads kept warm weekly, samples checked 3 days after the box). Log what you did on the lead's page and its next date moves on.
Lead pipeline
Website enquiries arrive here the moment they come in; the AI research, rating and verdict follow within a couple of minutes (the sales team gets the same write-up by email). Open a lead to move it through the funnel, log calls and notes, and set the next follow-up. Everything you do is saved straight away, under your name.
Conversion by AI rating
Excluded rows (test entries, personal sample-box asks, internal addresses) stay out of every number above.