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ScoreTrek

Leads & Pipeline

INTERACTIVE DEMO Sample data only. Nothing entered here is saved or connected to a live CRM.
Developer prototype v2.0.0
CA
Crystal AndrewsAdministrator
SALES WORKSPACE

Leads & pipeline

Capture, prioritize, and move prospects through the sample intake workflow.

Open leads328 added this week
Consultations booked1237.5% of open leads
Conversion rate31%+4.2 points this month
Avg. response time2.4hTarget under 4 hours

New lead

2
Nicole Bennett

Affiliate: Olivia Grant

2 hours ago
Andre Moore

Website consultation

5 hours ago

Contacted

2
Renee Williams

Call scheduled Jul 24

Yesterday
Jordan Brooks

Email opened

Yesterday

Consultation

2
Nicole Bennett

Jul 24 • 2:30 PM

Tomorrow
Sam Patel

Jul 25 • 11:00 AM

Friday

Ready to enroll

2
Devin Carter

Agreement sent

Today
Ashley Ford

Plan selected

Today

Pipeline activity

Recent sample leads and next actions.

LeadSourceStageNext actionOwnerPriority
Nicole Bennettnicole.b@example.comAffiliate referralConsultationJul 24, 2:30 PMMaya FieldsWarm
Devin Carterdevin.c@example.comDirect referralReady to enrollSend reminderJordan EllisHot
Renee Williamsrenee.w@example.comSocial mediaContactedCall Jul 24Crystal AndrewsWarm
Andre Mooreandre.m@example.comWebsiteNew leadFirst outreachUnassignedNew
ScoreTrek product prototype For requirements and developer guidance only