Lead Intelligence

Who changed what

What to do here

This list collects companies where something is happening right now that justifies a conversation about their communications. At most ten new ones a day, the most important first. It does not empty itself. Whatever is here stays until someone sorts it.

The usual way

Look at the lead, enter someone in the field handled by, write the email, then set it to in progress. When a reply or a rejection comes in, close the lead.

The statuses

still open

nobody is responsible. This is where the work is.

assigned

someone is responsible, nothing has happened yet.

in progress

an email has gone out, we are waiting for a reply.

on hold

paused, but still visible. For later, not for never.

closed

won or lost. Moves to the archive, and the status filter shows it again at any time.

deleted

for good. The lead does not come back tomorrow either. Meant for false matches.

What happens by itself

On Mondays at 09:15, everyone receives an email with their assigned open leads. Anyone with nothing open receives nothing.

The email for it

The finished draft is in the Mail Workshop. Choose the lead there, copy the text, send it.

When details are missing

Fields with a dashed border mean: not found, not guessed. An empty field is better than a wrong address.

close