Pipeline visibility
Who needs attention, and why-without reading message threads.
Every card shows the next action or the reason follow-up stopped.
Captured
1Interest Form Pending
1Interest Identified
1Conversation Active
1Consultation Booked
0- No contacts
Converted / Nurture
0- No contacts
Activity for Maya Thompson
Submission received
Sep 17, 2026, 2:32 PM CDT
Submission
Booth 301 tabletop QR - three-field form
Contact created (demo)
Sep 17, 2026, 2:32 PM CDT
Contact
Permission granted: SMS + Email
Sep 17, 2026, 2:32 PM CDT
Permission
Copy version v1.0-2026-09
Source touch added
Sep 17, 2026, 2:32 PM CDT
Source
Conference → Texas Hair & Wellness Expo → Booth 301 → Tabletop QR
Entered WF-10 Complete Your Interest Form
Sep 17, 2026, 2:32 PM CDT
Workflow
Version wf-v1.0
Takeaway
Every lead shows an owner, a permission basis, and the next human action-AI drafts, never AI sends.