Pipeline

Grab companies from Pool into Leads, then move active opportunities through the columns.

Maya Chen · appointment-booker

high

Prepare discovery call around missed-call capture and review follow-up.

Derek Alvarez · social-listener

medium

Send Speed to Lead offer focused on estimate follow-up.

Sam Lee · csv-import

high

Follow up on lead reactivation proposal and PortalForge handoff.

Helix