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💡 What It Is
Sales Board is your real-time workspace for managing outreach, tracking engagement, and responding to leads.
It brings together Prospect Groups, conversations, and lead activity into one place-so you can quickly see what’s happening and take action.
🧠 How to Use It
Think of Sales Board as your workflow:
Lane 1 → outreach sent
Lane 2 → AI is assisting with the conversation
Lane 3 → human follow-up needed
Everything moves automatically based on lead activity.
📣 Lane 1 — Active Campaigns & Messages
Leads that have been messaged but have not replied yet.
Leads are grouped by Prospect Group, with each card representing a Prospect Group that has been sent a message or enrolled in a campaign.
This includes all outbound activity across SMS, email, and campaigns.
🤖 Lane 2 — Jackie Answering
Leads where a positive reply has been received and AI Responder (Jackie) is enabled on the campaign.
While in this lane, Jackie responds automatically, conversations progress in real time, and no action is required unless you step in.
Leads move out of this lane when Jackie escalates or a user takes over.
⚠️ Note: AI-assisted messaging requires setup.
⚠️ Lane 3 — Needs Attention
SMS and Email leads that require manual follow-up.
This includes escalations from Jackie, campaigns without AI enabled, leads requesting a human, stalled or inactive conversations, and Hot Leads generated from Email Campaigns.
Email Hot Leads display an email icon on the lead card, making them easy to identify. Click the lead card to view the conversation history and reply directly from GlassHouse.
⚠️ Note: AI Responder is not available for Email Campaigns. However, Email Campaigns support reply automations and webhooks.
⚙️ Navigation and Setting
Search allows you to find leads by name, email, or phone.
Time Filter adjusts visible activity.
Settings lets you:
- adjust how long Campaign Leads and Needs Attention (Hot Leads) remain visible on the Sales Board
- export Hot Leads and Link Clicks to a CSV file
Show Outcomes displays completed leads.
Once moved to an outcome, the lead is removed from active lanes and becomes read-only.
🙋♀️ Important Notes & FAQs
| Question / Topic | Answer |
|---|---|
| Why don’t I see any leads? | No campaigns have been sent or no engagement yet |
| Do leads expire? | Yes - based on your Sales Board settings |
| What happens when I end a campaign? | It is removed from the board, but replies and active leads remain visible |
| Is AI available on all plans? | No - only available on Universal Credit Plans |
| Can leads return after being moved to Outcomes? | No - Outcomes are final |
| Can AI respond to Email Campaign replies? | No - AI Responder is only available for SMS campaigns. Email Campaigns support reply automations and webhooks. |
✅ Pro Tip
Sales Board gives you one place to manage both SMS and Email Hot Leads, making it easy to stay on top of customer conversations regardless of how they contacted you.