Leads and opportunity scout on mobile
The leads pipeline as a board on the phone, and the opportunity scout's brief, suggestions and saved briefs, served through the API for the active organisation or team.
What it is
The leads board and the opportunity scout from the web, on your phone. Both open from the organisation dashboard and from a team dashboard, under Pipeline. They follow the workspace switcher: with an organisation active you work its pipeline, otherwise the active team's.
Leads is the board. Columns per stage, search over title, company and contact. A row shows the company, the person on it and the next action date, in orange when it is overdue, with a dot for high or urgent priority. Tap a lead to move it to another stage.
Find opportunities is the scout. Pick the artist (an organisation picks one of its active teams), what you are after, where and when, add constraints, and run. Switch on Run again weekly to keep the brief running by itself. Suggestions appear below within a few minutes: tap one for why it fits, how the artist is connected, the contact channels found (tap to email, call or open), the sources and the drafted first message with a copy button. Add lead writes it to the board with a follow-up dated tomorrow. Skip keeps it from coming back. Saved briefs sit at the bottom with their last run, what they produced, a Run again button and the weekly switch.
Nothing is contacted from the app. The scout finds and drafts; you send.