Approved sales pipeline. Click a prospect name to open details.
Prospect
Co.
Commercial line
Channel
Prio
Status
Sent?
Reply?
Next action
Follow-up due
Staging area for AI-found prospects. Future agents will write here first — nothing reaches Leads without your approval.
Prospect
Co.
Commercial line
Channel
Confidence
Source
Why it fits
Suggested prio
Actions
Approved leads where an offer went out, no reply has come back, and the follow-up date is due. Replied leads appear below for human review.
Prospect
Co.
Commercial line
Last sent
Follow-ups
Due
Latest follow-up draft
Actions
Replied — needs human review
Prospect
Co.
Commercial line
Reply
Last reply
Status
Next action
Latest timeline events across all prospects. Gmail / Communication Tracker events will appear here once backend sync is connected.
Shared team settings. Changes are saved to your CRM.
Follow-up & agents
Emails must be reviewed and sent manually. No email integration is connected.
Scope
Country scope is read by future prospecting workflows. Commercial-line scope is managed below. Viwa is intentionally out of scope for this CRM.
Portfolio / commercial lines
Use separate commercial lines when buyer/category ownership differs. Unused custom lines can be deleted; once a line is used by a CRM record, deactivate it instead.