Sales Board

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.

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.

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.

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 and is available to organizations on Universal Credit Plans.

Leads that require manual follow-up.

This includes escalations from Jackie, campaigns without AI enabled, leads requesting a human, and stalled or inactive conversations.

Search allows you to find leads by name, email, or phone.

Time Filter adjusts visible activity.

You can adjust how long Campaign Leads and Needs Attention (Hot Leads) remain visible using the Settings dropdown.

Show Outcomes displays completed leads.

Booked, Declined, and Removed represent final lead states.

Once moved to an outcome, the lead is removed from active lanes and becomes read-only.

Start your day in Needs Attention.

This is where leads are waiting—and where the highest opportunity exists.

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

Where your campaigns turn into conversations—and conversations turn into customers.